Avalon Investment & Advisory’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,591
| Closed | -$522K | – | 193 |
|
|
2014
Q2 | $522K | Sell |
4,591
-539
| -11% | -$61.3K | 0.03% | 146 |
|
|
2014
Q1 | $541K | Buy |
5,130
+1,513
| +42% | +$160K | 0.03% | 142 |
|
|
2013
Q4 | $440K | Buy |
3,617
+291
| +9% | +$35.4K | 0.02% | 150 |
|
|
2013
Q3 | $419K | Buy |
3,326
+11
| +0.3% | +$1.39K | 0.03% | 156 |
|
|
2013
Q2 | $465K | Buy |
+3,315
| New | +$465K | 0.03% | 162 |
|