Advisory Services Network’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-241
| Closed | -$22.8K | – | 2657 |
|
|
2023
Q4 | $22.8K | Buy |
+241
| New | +$22.8K | ﹤0.01% | 2453 |
|
|
2023
Q2 | – | Sell |
-267
| Closed | -$21.5K | – | 2637 |
|
|
2023
Q1 | $21.5K | Hold |
267
| – | – | ﹤0.01% | 2495 |
|
|
2022
Q4 | $18.1K | Buy |
+267
| New | +$18.1K | ﹤0.01% | 2553 |
|
|
2022
Q1 | – | Sell |
-31,273
| Closed | -$1.71M | – | 1506 |
|
|
2021
Q4 | $1.71M | Sell |
31,273
-6,273
| -17% | -$344K | 0.05% | 452 |
|
|
2021
Q3 | $2.11M | Buy |
37,546
+37,389
| +23,815% | +$2.1M | 0.07% | 366 |
|
|
2021
Q2 | $8K | Buy |
+157
| New | +$8K | ﹤0.01% | 2904 |
|
|
2021
Q1 | – | Sell |
-430
| Closed | -$19K | – | 2330 |
|
|
2020
Q4 | $19K | Sell |
430
-103
| -19% | -$4.55K | ﹤0.01% | 2170 |
|
|
2020
Q3 | $21K | Buy |
+533
| New | +$21K | ﹤0.01% | 2058 |
|
|
2020
Q2 | – | Sell |
-5,720
| Closed | -$230K | – | 1983 |
|
|
2020
Q1 | $230K | Buy |
5,720
+570
| +11% | +$22.9K | 0.02% | 764 |
|
|
2019
Q4 | $312K | Buy |
+5,150
| New | +$312K | 0.02% | 762 |
|