B. Riley Wealth Advisors’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
Q2 | – | Sell |
-4,395
| Closed | -$345K | – | 1511 |
|
|
2024
Q1 | $345K | Sell |
4,395
-286
| -6% | -$22.4K | 0.01% | 976 |
|
|
2023
Q4 | $443K | Buy |
4,681
+286
| +7% | +$27.1K | 0.01% | 873 |
|
|
2023
Q3 | $345K | Sell |
4,395
-2,136
| -33% | -$168K | 0.01% | 976 |
|
|
2023
Q2 | $544K | Buy |
+6,531
| New | +$544K | 0.01% | 807 |
|
|
2015
Q1 | – | Sell |
-1,500
| Closed | -$130 | – | 1325 |
|
|
2014
Q4 | $130 | Buy |
+1,500
| New | +$130 | ﹤0.01% | 1579 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$170K | – | 1321 |
|
|
2014
Q2 | $170K | Hold |
1,500
| – | – | 0.04% | 504 |
|
|
2014
Q1 | $158K | Hold |
1,500
| – | – | 0.05% | 463 |
|
|
2013
Q4 | $183K | Hold |
1,500
| – | – | 0.06% | 371 |
|
|
2013
Q3 | $189K | Hold |
1,500
| – | – | 0.06% | 352 |
|
|
2013
Q2 | $210K | Buy |
+1,500
| New | +$210K | 0.07% | 308 |
|