Wealthspire Advisors (Maryland)’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $211K | Buy |
+1,113
| New | +$211K | 0.01% | 440 |
|
|
2020
Q1 | – | Sell |
-1,057
| Closed | -$201K | – | 503 |
|
|
2019
Q4 | $201K | Buy |
1,057
+30
| +3% | +$5.71K | 0.01% | 472 |
|
|
2019
Q3 | $213K | Buy |
+1,027
| New | +$213K | 0.02% | 422 |
|
|
2019
Q2 | – | Sell |
-647
| Closed | -$113K | – | 1860 |
|
|
2019
Q1 | $113K | Sell |
647
-62
| -9% | -$10.8K | 0.01% | 601 |
|
|
2018
Q4 | $114K | Buy |
709
+113
| +19% | +$18.2K | 0.01% | 563 |
|
|
2018
Q3 | $129K | Buy |
596
+35
| +6% | +$7.58K | 0.01% | 587 |
|
|
2018
Q2 | $123K | Buy |
561
+33
| +6% | +$7.24K | 0.01% | 620 |
|
|
2018
Q1 | $120K | Sell |
528
-36
| -6% | -$8.18K | 0.01% | 644 |
|
|
2017
Q4 | $129K | Buy |
564
+104
| +23% | +$23.8K | 0.01% | 624 |
|
|
2017
Q3 | $92K | Buy |
460
+32
| +7% | +$6.4K | 0.01% | 750 |
|
|
2017
Q2 | $83K | Buy |
428
+24
| +6% | +$4.65K | 0.01% | 760 |
|
|
2017
Q1 | $65K | Buy |
404
+18
| +5% | +$2.9K | 0.01% | 732 |
|
|
2016
Q4 | $59K | Sell |
386
-152
| -28% | -$23.2K | 0.01% | 726 |
|
|
2016
Q3 | $90K | Sell |
538
-204
| -27% | -$34.1K | 0.01% | 599 |
|
|
2016
Q2 | $123K | Buy |
742
+11
| +2% | +$1.82K | 0.02% | 493 |
|
|
2016
Q1 | $110K | Sell |
731
-100
| -12% | -$15K | 0.02% | 505 |
|
|
2015
Q4 | $118K | Buy |
+831
| New | +$118K | 0.02% | 488 |
|