Charter Oak Capital Management’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-447
| Closed | -$25K | – | 542 |
|
|
2022
Q2 | $25K | Hold |
447
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $25K | Hold |
447
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $24K | Buy |
447
+147
| +49% | +$7.89K | ﹤0.01% | 470 |
|
|
2021
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $16K | Buy |
300
+137
| +84% | +$7.31K | ﹤0.01% | 494 |
|
|
2021
Q1 | $8K | Buy |
+163
| New | +$8K | ﹤0.01% | 579 |
|