BSW Wealth Partners’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
Q4 | – | Sell |
-2,556
| Closed | -$227K | – | 318 |
|
|
2024
Q3 | $227K | Buy |
2,556
+82
| +3% | +$7.28K | 0.03% | 266 |
|
|
2024
Q2 | $212K | Sell |
2,474
-249
| -9% | -$21.4K | 0.03% | 270 |
|
|
2024
Q1 | $265K | Sell |
2,723
-1,166
| -30% | -$113K | 0.04% | 238 |
|
|
2023
Q4 | $368K | Buy |
3,889
+79
| +2% | +$7.48K | 0.07% | 164 |
|
|
2023
Q3 | $299K | Sell |
3,810
-461
| -11% | -$36.2K | 0.07% | 177 |
|
|
2023
Q2 | $356K | Sell |
4,271
-119
| -3% | -$9.91K | 0.07% | 158 |
|
|
2023
Q1 | $353K | Buy |
4,390
+1,176
| +37% | +$94.6K | 0.07% | 196 |
|
|
2022
Q4 | $218K | Buy |
+3,214
| New | +$218K | 0.05% | 265 |
|
|
2022
Q2 | – | Sell |
-3,967
| Closed | -$218K | – | 298 |
|
|
2022
Q1 | $218K | Buy |
+3,967
| New | +$218K | 0.06% | 263 |
|