Wealth Architects’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-866
| Closed | -$201K | – | 190 |
|
|
2022
Q4 | $201K | Buy |
+866
| New | +$201K | 0.04% | 167 |
|
|
2022
Q2 | – | Sell |
-1,035
| Closed | -$238K | – | 206 |
|
|
2022
Q1 | $238K | Buy |
1,035
+80
| +8% | +$18.4K | 0.04% | 171 |
|
|
2021
Q4 | $240K | Buy |
+955
| New | +$240K | 0.04% | 166 |
|
|
2021
Q3 | – | Sell |
-900
| Closed | -$211K | – | 196 |
|
|
2021
Q2 | $211K | Buy |
900
+5
| +0.6% | +$1.17K | 0.04% | 172 |
|
|
2021
Q1 | $204K | Buy |
+895
| New | +$204K | 0.04% | 159 |
|