Center for Financial Planning’s Mexico Equity and Income Fund MXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Hold |
2,213
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $19.3K | Hold |
2,213
| – | – | ﹤0.01% | 394 |
|
|
2024
Q4 | $17.8K | Buy |
2,213
+1,000
| +82% | +$8.03K | ﹤0.01% | 359 |
|
|
2024
Q3 | $11.1K | Hold |
1,213
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $11.6K | Hold |
1,213
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $14K | Hold |
1,213
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $13.6K | Hold |
1,213
| – | – | ﹤0.01% | 332 |
|
|
2023
Q3 | $11.4K | Hold |
1,213
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $12.2K | Hold |
1,213
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $12.2K | Buy |
+1,213
| New | +$12.2K | ﹤0.01% | 338 |
|