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 |
|