Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-31
| Closed | -$1K | – | 1698 |
|
|
2020
Q2 | $1K | Sell |
31
-43
| -58% | -$1.39K | ﹤0.01% | 1444 |
|
|
2020
Q1 | $3K | Buy |
74
+60
| +429% | +$2.43K | ﹤0.01% | 1037 |
|
|
2019
Q4 | $0 | Buy |
14
+1
| +8% | – | ﹤0.01% | 1507 |
|
|
2019
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1413 |
|
|
2018
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1198 |
|