Centerpoint Advisors’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
Q3 | – | Sell |
-1,115
| Closed | -$96K | – | 481 |
|
|
2024
Q2 | $96K | Buy |
1,115
+9
| +0.8% | +$775 | 0.03% | 131 |
|
|
2024
Q1 | $107K | Hold |
1,106
| – | – | 0.04% | 118 |
|
|
2023
Q4 | $105K | Buy |
1,106
+19
| +2% | +$1.8K | 0.04% | 110 |
|
|
2023
Q3 | $85K | Hold |
1,087
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $91K | Buy |
1,087
+18
| +2% | +$1.51K | 0.04% | 129 |
|
|
2023
Q1 | $86K | Hold |
1,069
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $73K | Buy |
1,069
+19
| +2% | +$1.3K | 0.03% | 127 |
|
|
2022
Q3 | $61K | Hold |
1,050
| – | – | 0.03% | 126 |
|
|
2022
Q2 | $58K | Buy |
1,050
+24
| +2% | +$1.33K | 0.03% | 131 |
|
|
2022
Q1 | $56K | Hold |
1,026
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $56K | Buy |
+1,026
| New | +$56K | 0.02% | 128 |
|