BCWM
Bartlett & Co Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-525
| Closed | -$51.8K | – | 1133 |
|
|
2024
Q3 | $51.8K | Hold |
525
| – | – | ﹤0.01% | 648 |
|
|
2024
Q2 | $56.5K | Hold |
525
| – | – | ﹤0.01% | 640 |
|
|
2024
Q1 | $68.4K | Sell |
525
-260
| -33% | -$33.9K | ﹤0.01% | 612 |
|
|
2023
Q4 | $103K | Hold |
785
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $85.7K | Hold |
785
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $87K | Hold |
785
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $74.7K | Hold |
785
| – | – | ﹤0.01% | 504 |
|
|
2022
Q4 | $61.3K | Hold |
785
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $49.3K | Hold |
785
| – | – | ﹤0.01% | 566 |
|
|
2022
Q2 | $53K | Sell |
785
-175
| -18% | -$11.8K | ﹤0.01% | 562 |
|
|
2022
Q1 | $79.5K | Buy |
+960
| New | +$79.5K | ﹤0.01% | 518 |
|
|
2021
Q4 | – | Sell |
-1,190
| Closed | -$103K | – | 563 |
|
|
2021
Q3 | $103K | Hold |
1,190
| – | – | ﹤0.01% | 409 |
|
|
2021
Q2 | $101K | Sell |
1,190
-155
| -12% | -$13.1K | ﹤0.01% | 410 |
|
|
2021
Q1 | $101K | Sell |
1,345
-50,578
| -97% | -$3.81M | ﹤0.01% | 413 |
|
|
2020
Q4 | $3.93M | Sell |
51,923
-1,004
| -2% | -$76.1K | 0.08% | 136 |
|
|
2020
Q3 | $2.97M | Sell |
52,927
-760
| -1% | -$42.7K | 0.07% | 141 |
|
|
2020
Q2 | $3.33M | Sell |
53,687
-2,595
| -5% | -$161K | 0.09% | 137 |
|
|
2020
Q1 | $3.41M | Sell |
56,282
-3,019
| -5% | -$183K | 0.1% | 128 |
|
|
2019
Q4 | $5.6M | Sell |
59,301
-1,000
| -2% | -$94.5K | 0.14% | 113 |
|
|
2019
Q3 | $5.52M | Buy |
+60,301
| New | +$5.52M | 0.14% | 116 |
|