Wealthfront’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $896K | Sell |
4,154
-972
| -19% | -$210K | 0.01% | 277 |
|
|
2018
Q2 | $1.12M | Sell |
5,126
-1,838
| -26% | -$402K | 0.01% | 227 |
|
|
2018
Q1 | $1.59M | Buy |
6,964
+1,540
| +28% | +$351K | 0.02% | 166 |
|
|
2017
Q4 | $1.24M | Buy |
5,424
+484
| +10% | +$111K | 0.01% | 192 |
|
|
2017
Q3 | $985K | Buy |
4,940
+269
| +6% | +$53.6K | 0.01% | 199 |
|
|
2017
Q2 | $905K | Buy |
4,671
+398
| +9% | +$77.1K | 0.01% | 166 |
|
|
2017
Q1 | $693K | Buy |
4,273
+115
| +3% | +$18.7K | 0.01% | 171 |
|
|
2016
Q4 | $637K | Sell |
4,158
-812
| -16% | -$124K | 0.01% | 156 |
|
|
2016
Q3 | $827K | Buy |
4,970
+1,374
| +38% | +$229K | 0.02% | 122 |
|
|
2016
Q2 | $595K | Buy |
3,596
+339
| +10% | +$56.1K | 0.02% | 147 |
|
|
2016
Q1 | $492K | Sell |
3,257
-530
| -14% | -$80.1K | 0.02% | 151 |
|
|
2015
Q4 | $539K | Buy |
3,787
+180
| +5% | +$25.6K | 0.02% | 135 |
|
|
2015
Q3 | $452K | Buy |
3,607
+1,077
| +43% | +$135K | 0.02% | 145 |
|
|
2015
Q2 | $294K | Buy |
2,530
+557
| +28% | +$64.7K | 0.01% | 198 |
|
|
2015
Q1 | $229K | Buy |
1,973
+312
| +19% | +$36.2K | 0.01% | 220 |
|
|
2014
Q4 | $163K | Sell |
1,661
-11
| -0.7% | -$1.08K | 0.01% | 264 |
|
|
2014
Q3 | $146K | Buy |
1,672
+920
| +122% | +$80.3K | 0.01% | 213 |
|
|
2014
Q2 | $69K | Buy |
752
+359
| +91% | +$32.9K | 0.01% | 305 |
|
|
2014
Q1 | $34K | Buy |
+393
| New | +$34K | ﹤0.01% | 349 |
|