Wealth Effects’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-931
| Closed | -$240K | – | 228 |
|
|
2024
Q3 | $240K | Buy |
931
+10
| +1% | +$2.58K | 0.08% | 177 |
|
|
2024
Q2 | $237K | Sell |
921
-25
| -3% | -$6.43K | 0.09% | 172 |
|
|
2024
Q1 | $257K | Buy |
946
+30
| +3% | +$8.15K | 0.09% | 171 |
|
|
2023
Q4 | $221K | Buy |
916
+70
| +8% | +$16.9K | 0.08% | 194 |
|
|
2023
Q3 | $213K | Buy |
846
+1
| +0.1% | +$251 | 0.1% | 159 |
|
|
2023
Q2 | $208K | Buy |
+845
| New | +$208K | 0.09% | 168 |
|