Wealthstreet Investment Advisors’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$23K Hold
100
0.62% 38
2021
Q4
$25K Hold
100
0.62% 37
2021
Q3
$21K Sell
100
-700
-88% -$153K 0.58% 39
2021
Q2
$187K Sell
800
-8,206
-91% -$1.93M 0.97% 32
2021
Q1
$2.05M Sell
9,006
-639
-7% -$144K 0.2% 117
2020
Q4
$2.11M Sell
9,645
-750
-7% -$147K 0.21% 107
2020
Q3
$1.97M Buy
10,395
+2,305
+28% +$420K 0.22% 102
2020
Q2
$1.42M Buy
8,090
+4,380
+118% +$730K 0.17% 121
2020
Q1
$532K Sell
3,710
-3,610
-49% -$637K 0.08% 176
2019
Q4
$1.39M Sell
7,320
-150
-2% -$28.3K 0.16% 124
2019
Q3
$1.44M Sell
7,470
-15
-0.2% -$3.01K 0.18% 115
2019
Q2
$1.48M Sell
7,485
-600
-7% -$117K 0.19% 114
2019
Q1
$1.42M Buy
8,085
+550
+7% +$92.6K 0.19% 112
2018
Q4
$1.26M Buy
7,535
+2,430
+48% +$483K 0.18% 117
2018
Q3
$1.1M Buy
5,105
+505
+11% +$107K 0.14% 144
2018
Q2
$1.01M Buy
4,600
+60
+1% +$13.6K 0.13% 149
2018
Q1
$1.03M Sell
4,540
-90
-2% -$19.8K 0.13% 148
2017
Q4
$1.06M Buy
+4,630
New +$1M 0.13% 149

Other funds holding STZ