WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $264K | Buy |
|
|||||
|
2017
Q1 | $206K | Sell |
|
|||||
|
2016
Q4 | $198K | Buy |
|
|||||
|
2016
Q3 | $212K | Hold |
|
|||||
|
2016
Q2 | $210K | Hold |
|
|||||
|
2016
Q1 | $192K | Sell |
|
|||||
|
2015
Q4 | $214K | Hold |
|
|||||
|
2015
Q3 | $188K | Hold |
|
|||||
|
2015
Q2 | $174K | Buy |
|
|||||
|
2015
Q1 | $116K | Hold |
|
|||||
|
2014
Q4 | $98K | Hold |
|
|||||
|
2014
Q3 | $87K | Hold |
|
|||||
|
2014
Q2 | $88K | Hold |
|
|||||
|
2014
Q1 | $85K | Hold |
|
|||||
|
2013
Q4 | $70K | Hold |
|
|||||
|
2013
Q3 | $57K | Hold |
|
|||||
|
2013
Q2 | $52K | Buy |
|