Capital Wealth Planning’s Fomento Económico Mexicano FMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,273
Closed -$1.31M 142
2024
Q3
$1.31M Sell
13,273
-6,118
-32% -$604K 0.01% 89
2024
Q2
$2.09M Sell
19,391
-1,234
-6% -$133K 0.02% 73
2024
Q1
$2.69M Buy
20,625
+1,816
+10% +$237K 0.03% 55
2023
Q4
$2.45M Buy
18,809
+11,456
+156% +$1.49M 0.03% 51
2023
Q3
$803K Buy
7,353
+5,212
+243% +$569K 0.01% 76
2023
Q2
$237K Buy
+2,141
New +$237K ﹤0.01% 124