Wealthspire Advisors (New York)’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,966
| Closed | -$676K | – | 624 |
|
|
2021
Q1 | $676K | Buy |
2,966
+1,686
| +132% | +$384K | 0.02% | 332 |
|
|
2020
Q4 | $280K | Buy |
+1,280
| New | +$280K | 0.01% | 456 |
|
|
2020
Q2 | – | Sell |
-1,847
| Closed | -$265K | – | 497 |
|
|
2020
Q1 | $265K | Buy |
+1,847
| New | +$265K | 0.01% | 415 |
|
|
2019
Q1 | – | Sell |
-118
| Closed | -$19K | – | 690 |
|
|
2018
Q4 | $19K | Buy |
+118
| New | +$19K | ﹤0.01% | 356 |
|