Wealthstreet Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$147K | 0.58% | 39 |
|
|
2021
Q2 | $187K | Sell |
800
-8,206
| -91% | -$1.92M | 0.97% | 32 |
|
|
2021
Q1 | $2.05M | Sell |
9,006
-639
| -7% | -$146K | 0.2% | 117 |
|
|
2020
Q4 | $2.11M | Sell |
9,645
-750
| -7% | -$164K | 0.21% | 107 |
|
|
2020
Q3 | $1.97M | Buy |
10,395
+2,305
| +28% | +$437K | 0.22% | 102 |
|
|
2020
Q2 | $1.42M | Buy |
8,090
+4,380
| +118% | +$766K | 0.17% | 121 |
|
|
2020
Q1 | $532K | Sell |
3,710
-3,610
| -49% | -$518K | 0.08% | 176 |
|
|
2019
Q4 | $1.39M | Sell |
7,320
-150
| -2% | -$28.5K | 0.16% | 124 |
|
|
2019
Q3 | $1.44M | Sell |
7,470
-15
| -0.2% | -$2.89K | 0.18% | 115 |
|
|
2019
Q2 | $1.48M | Sell |
7,485
-600
| -7% | -$118K | 0.19% | 114 |
|
|
2019
Q1 | $1.42M | Buy |
8,085
+550
| +7% | +$96.5K | 0.19% | 112 |
|
|
2018
Q4 | $1.27M | Buy |
7,535
+2,430
| +48% | +$408K | 0.18% | 117 |
|
|
2018
Q3 | $1.1M | Buy |
5,105
+505
| +11% | +$109K | 0.14% | 144 |
|
|
2018
Q2 | $1.01M | Buy |
4,600
+60
| +1% | +$13.1K | 0.13% | 149 |
|
|
2018
Q1 | $1.04M | Sell |
4,540
-90
| -2% | -$20.5K | 0.13% | 148 |
|
|
2017
Q4 | $1.06M | Buy |
+4,630
| New | +$1.06M | 0.13% | 149 |
|