Bartlett & Co’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $103K | Hold |
785
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $86K | Hold |
785
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $87K | Hold |
785
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $75K | Hold |
785
| – | – | ﹤0.01% | 504 |
|
|
2022
Q4 | $61K | Hold |
785
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $49K | Hold |
785
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $53K | Sell |
785
-175
| -18% | -$11.8K | ﹤0.01% | 562 |
|
|
2022
Q1 | $80K | Buy |
+960
| New | +$80K | ﹤0.01% | 516 |
|
|
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% | -$13.2K | ﹤0.01% | 410 |
|
|
2021
Q1 | $101K | Sell |
1,345
-50,578
| -97% | -$3.8M | ﹤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% | 136 |
|
|
2020
Q1 | $3.41M | Buy |
+56,282
| New | +$3.41M | 0.1% | 128 |
|
|
2019
Q3 | $5.52M | Buy |
+60,301
| New | +$5.52M | 0.15% | 116 |
|
|
2014
Q1 | – | Sell |
-700
| Closed | -$69K | – | 708 |
|
|
2013
Q4 | $69K | Sell |
700
-9
| -1% | -$887 | ﹤0.01% | 362 |
|
|
2013
Q3 | $69K | Buy |
709
+9
| +1% | +$876 | ﹤0.01% | 355 |
|
|
2013
Q2 | $72K | Buy |
+700
| New | +$72K | ﹤0.01% | 336 |
|