WealthSource Partners’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,002
| Closed | -$233K | – | 549 |
|
|
2022
Q2 | $233K | Buy |
+1,002
| New | +$233K | 0.02% | 456 |
|
|
2020
Q1 | – | Sell |
-1,186
| Closed | -$225K | – | 420 |
|
|
2019
Q4 | $225K | Sell |
1,186
-1,807
| -60% | -$343K | 0.03% | 374 |
|
|
2019
Q3 | $620K | Sell |
2,993
-278
| -8% | -$57.6K | 0.09% | 204 |
|
|
2019
Q2 | $644K | Buy |
+3,271
| New | +$644K | 0.1% | 190 |
|