Waterloo Capital’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,943	Closed	-$1.01M	–	387
2024 Q2	$1.01M	Buy	3,943 +378	+11%	+$97.2K	0.12%	148
2024 Q1	$969K	Buy	3,565 +755	+27%	+$205K	0.12%	153
2023 Q4	$679K	Buy	+2,810	New	+$679K	0.11%	173