Weld Capital Management’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 |
-7,853
| Closed | -$1.79M | – | 376 |
|
|
2021
Q1 | $1.79M | Buy |
+7,853
| New | +$1.79M | 0.76% | 26 |
|
|
2020
Q3 | – | Sell |
-3,004
| Closed | -$526K | – | 650 |
|
|
2020
Q2 | $526K | Sell |
3,004
-355
| -11% | -$62.2K | 0.21% | 174 |
|
|
2020
Q1 | $482K | Buy |
3,359
+191
| +6% | +$27.4K | 0.25% | 138 |
|
|
2019
Q4 | $601K | Sell |
3,168
-2,815
| -47% | -$534K | 0.12% | 296 |
|
|
2019
Q3 | $1.24M | Buy |
+5,983
| New | +$1.24M | 0.23% | 109 |
|
|
2019
Q1 | – | Sell |
-1,523
| Closed | -$245K | – | 865 |
|
|
2018
Q4 | $245K | Buy |
+1,523
| New | +$245K | 0.06% | 545 |
|