WR Wealth Planners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.18K | Sell |
37
-2
| -5% | -$442 | ﹤0.01% | 624 |
|
|
2024
Q3 | $10.1K | Hold |
39
| – | – | ﹤0.01% | 625 |
|
|
2024
Q2 | $10K | Buy |
39
+3
| +8% | +$772 | ﹤0.01% | 590 |
|
|
2024
Q1 | $9.78K | Buy |
+36
| New | +$9.78K | ﹤0.01% | 604 |
|
|
2023
Q4 | – | Sell |
-103
| Closed | -$25.8K | – | 777 |
|
|
2023
Q3 | $25.8K | Buy |
103
+1
| +1% | +$251 | 0.01% | 396 |
|
|
2023
Q2 | $25.2K | Hold |
102
| – | – | 0.01% | 399 |
|
|
2023
Q1 | $23.1K | Buy |
102
+30
| +42% | +$6.79K | 0.01% | 410 |
|
|
2022
Q4 | $16.7K | Hold |
72
| – | – | 0.01% | 226 |
|
|
2022
Q3 | $16.5K | Hold |
72
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $16.7K | Buy |
72
+3
| +4% | +$695 | 0.01% | 242 |
|
|
2022
Q1 | $16K | Buy |
+69
| New | +$16K | 0.01% | 253 |
|