YHB Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,644
| Closed | -$934K | – | 171 |
|
|
2016
Q2 | $934K | Buy |
+5,644
| New | +$934K | 0.21% | 100 |
|
|
2016
Q1 | – | Sell |
-11,535
| Closed | -$1.64M | – | 163 |
|
|
2015
Q4 | $1.64M | Sell |
11,535
-2,800
| -20% | -$399K | 0.37% | 77 |
|
|
2015
Q3 | $1.8M | Sell |
14,335
-4,925
| -26% | -$617K | 0.42% | 72 |
|
|
2015
Q2 | $2.24M | Buy |
19,260
+260
| +1% | +$30.2K | 0.49% | 69 |
|
|
2015
Q1 | $2.21M | Sell |
19,000
-650
| -3% | -$75.5K | 0.5% | 66 |
|
|
2014
Q4 | $1.93M | Sell |
19,650
-15
| -0.1% | -$1.47K | 0.44% | 73 |
|
|
2014
Q3 | $1.71M | Sell |
19,665
-13,340
| -40% | -$1.16M | 0.41% | 79 |
|
|
2014
Q2 | $2.91M | Buy |
33,005
+400
| +1% | +$35.3K | 0.7% | 56 |
|
|
2014
Q1 | $2.77M | Buy |
32,605
+1,600
| +5% | +$136K | 0.7% | 54 |
|
|
2013
Q4 | $2.18M | Hold |
31,005
| – | – | 0.59% | 61 |
|
|
2013
Q3 | $1.78M | Buy |
31,005
+2,100
| +7% | +$121K | 0.53% | 64 |
|
|
2013
Q2 | $1.51M | Buy |
+28,905
| New | +$1.51M | 0.47% | 68 |
|