WealthTrust-Arizona’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 575 |
|
|
2018
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 563 |
|
|
2018
Q2 | $3K | Buy |
14
+4
| +40% | +$857 | ﹤0.01% | 561 |
|
|
2018
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 584 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$10K | – | 666 |
|
|
2014
Q4 | $10K | Sell |
100
-300
| -75% | -$30K | 0.01% | 401 |
|
|
2014
Q3 | $35K | Buy |
400
+100
| +33% | +$8.75K | 0.04% | 201 |
|
|
2014
Q2 | $26K | Hold |
300
| – | – | 0.03% | 254 |
|
|
2014
Q1 | $25K | Sell |
300
-200
| -40% | -$16.7K | 0.03% | 259 |
|
|
2013
Q4 | $35K | Hold |
500
| – | – | 0.04% | 191 |
|
|
2013
Q3 | $29K | Hold |
500
| – | – | 0.04% | 198 |
|
|
2013
Q2 | $26K | Buy |
+500
| New | +$26K | 0.04% | 194 |
|