Wallace Advisory Group’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,019	Closed	-$230K	–	188
2023 Q2	$230K	Hold	1,019	–	–	0.18%	141
2023 Q1	$230K	Sell	1,019 -35	-3%	-$7.91K	0.18%	141
2022 Q4	$244K	Buy	+1,054	New	+$244K	0.19%	125