WFG Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $264K | Buy |
1,364
+93
| +7% | +$18K | 0.06% | 305 |
|
|
2017
Q1 | $206K | Sell |
1,271
-24
| -2% | -$3.89K | 0.05% | 328 |
|
|
2016
Q4 | $198K | Buy |
1,295
+25
| +2% | +$3.82K | 0.05% | 387 |
|
|
2016
Q3 | $212K | Hold |
1,270
| – | – | 0.05% | 359 |
|
|
2016
Q2 | $210K | Hold |
1,270
| – | – | 0.06% | 326 |
|
|
2016
Q1 | $192K | Sell |
1,270
-230
| -15% | -$34.8K | 0.06% | 310 |
|
|
2015
Q4 | $214K | Hold |
1,500
| – | – | 0.06% | 274 |
|
|
2015
Q3 | $188K | Hold |
1,500
| – | – | 0.06% | 305 |
|
|
2015
Q2 | $174K | Buy |
1,500
+500
| +50% | +$58K | 0.05% | 379 |
|
|
2015
Q1 | $116K | Hold |
1,000
| – | – | 0.03% | 489 |
|
|
2014
Q4 | $98K | Hold |
1,000
| – | – | 0.02% | 644 |
|
|
2014
Q3 | $87K | Hold |
1,000
| – | – | 0.02% | 714 |
|
|
2014
Q2 | $88K | Hold |
1,000
| – | – | 0.02% | 703 |
|
|
2014
Q1 | $85K | Hold |
1,000
| – | – | 0.02% | 698 |
|
|
2013
Q4 | $70K | Hold |
1,000
| – | – | 0.01% | 878 |
|
|
2013
Q3 | $57K | Hold |
1,000
| – | – | 0.01% | 880 |
|
|
2013
Q2 | $52K | Buy |
+1,000
| New | +$52K | 0.01% | 872 |
|