XCEL WEALTH MANAGEMENT, LLC – Constellation Brands, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$2.25M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.45%
quarter
Constellation Brands, Inc. 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -1.26% | -125 shares | -62K | $229.68 | 9.80K |
Q2 2022 | share | Decrease | -28.27% | -3.91K shares | -875K | $233.06 | 9.93K |
Q1 2022 | share | Increase | +1.47% | 200 shares | -235K | $230.32 | 13.84K |
Q4 2021 | share | Increase | +6.89% | 880 shares | 735K | $249.39 | 13.64K |
Q3 2021 | share | Increase | +31.38% | 3.05K shares | 417K | $209.96 | 12.76K |
Q2 2021 | share | Decrease | -0.51% | -50 shares | 46K | $232.27 | 9.71K |
Q1 2021 | share | 0.00% | 0 shares | 88K | $225.71 | 9.76K | |
Q4 2020 | share | Increase | +24.94% | 1.95K shares | 658K | $216.15 | 9.76K |
Q3 2020 | share | 0.00% | 0 shares | 114K | $186.24 | 7.81K | |
Q2 2020 | share | Increase | +30.99% | 1.85K shares | 512K | $171.18 | 7.81K |
Q1 2020 | share | Increase | 0.00% | 5.96K shares | 855K | $139.63 | 5.96K |