Balasa Dinverno & Foltz’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,928
| Closed | -$317K | – | 344 |
|
|
2021
Q3 | $317K | Hold |
17,928
| – | – | 0.02% | 249 |
|
|
2021
Q2 | $269K | Hold |
17,928
| – | – | 0.02% | 274 |
|
|
2021
Q1 | $243K | Hold |
17,928
| – | – | 0.02% | 271 |
|
|
2020
Q4 | $261K | Hold |
17,928
| – | – | 0.02% | 246 |
|
|
2020
Q3 | $224K | Hold |
17,928
| – | – | 0.02% | 239 |
|
|
2020
Q2 | $228K | Hold |
17,928
| – | – | 0.03% | 206 |
|
|
2020
Q1 | $211K | Hold |
17,928
| – | – | 0.03% | 227 |
|
|
2019
Q4 | $287K | Hold |
17,928
| – | – | 0.03% | 217 |
|
|
2019
Q3 | $266K | Buy |
+17,928
| New | +$266K | 0.03% | 204 |
|