Castleview Partners’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
Q1 | – | Sell |
-711
| Closed | -$92.7K | – | 916 |
|
|
2023
Q4 | $92.7K | Buy |
711
+213
| +43% | +$27.8K | 0.06% | 219 |
|
|
2023
Q3 | $54.4K | Buy |
498
+64
| +15% | +$6.99K | 0.05% | 243 |
|
|
2023
Q2 | $48.1K | Buy |
434
+147
| +51% | +$16.3K | 0.04% | 255 |
|
|
2023
Q1 | $27.3K | Buy |
287
+2
| +0.7% | +$190 | 0.02% | 314 |
|
|
2022
Q4 | $22.3K | Buy |
285
+143
| +101% | +$11.2K | 0.02% | 288 |
|
|
2022
Q3 | $9K | Sell |
142
-41,307
| -100% | -$2.62M | 0.01% | 392 |
|
|
2022
Q2 | $461K | Buy |
+41,449
| New | +$461K | 0.37% | 59 |
|
|
2022
Q1 | – | Sell |
-102,945
| Closed | -$1.32K | – | 823 |
|
|
2021
Q4 | $1.32K | Buy |
+102,945
| New | +$1.32K | 0.01% | 348 |
|
|
2021
Q2 | $113K | Buy |
+1,332
| New | +$113K | 0.05% | 272 |
|