WealthShield Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-45
| Closed | -$11K | – | 681 |
|
|
2021
Q2 | $11K | Buy |
45
+21
| +88% | +$5.13K | ﹤0.01% | 754 |
|
|
2021
Q1 | $5K | Sell |
24
-1,350
| -98% | -$281K | ﹤0.01% | 972 |
|
|
2020
Q4 | $301K | Sell |
1,374
-36
| -3% | -$7.89K | 0.06% | 235 |
|
|
2020
Q3 | $267K | Hold |
1,410
| – | – | 0.09% | 204 |
|
|
2020
Q2 | $247K | Buy |
+1,410
| New | +$247K | 0.11% | 173 |
|