Willingdon Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4.03M | Buy |
28,081
+1,587
| +6% | +$228K | 1.01% | 34 |
|
|
2019
Q4 | $5.03M | Buy |
26,494
+1,238
| +5% | +$235K | 1.03% | 28 |
|
|
2019
Q3 | $5.24M | Buy |
25,256
+396
| +2% | +$82.1K | 1.15% | 24 |
|
|
2019
Q2 | $4.9M | Buy |
24,860
+1,294
| +5% | +$255K | 1.14% | 29 |
|
|
2019
Q1 | $4.13M | Buy |
23,566
+1,868
| +9% | +$328K | 1.01% | 27 |
|
|
2018
Q4 | $3.49M | Sell |
21,698
-608
| -3% | -$97.8K | 1.01% | 30 |
|
|
2018
Q3 | $4.81M | Buy |
22,306
+22,302
| +557,550% | +$4.81M | 1.31% | 18 |
|
|
2018
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 316 |
|