Avior Wealth Management’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-391
| Closed | -$30.5K | – | 1610 |
|
2024
Q4 | $30.5K | Hold |
391
| – | – | ﹤0.01% | 1309 |
|
2024
Q3 | $34.7K | Hold |
391
| – | – | ﹤0.01% | 1249 |
|
2024
Q2 | $33.6K | Sell |
391
-41
| -9% | -$3.52K | ﹤0.01% | 1232 |
|
2024
Q1 | $42K | Buy |
+432
| New | +$42K | ﹤0.01% | 1294 |
|
2020
Q4 | – | Sell |
-150
| Closed | -$6K | – | 1045 |
|
2020
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 736 |
|