CWP
Curated Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,289
| Closed | -$311K | – | 81 |
|
|
2023
Q4 | $311K | Hold |
3,289
| – | – | 0.05% | 113 |
|
|
2023
Q3 | $258K | Sell |
3,289
-921
| -22% | -$72.2K | 0.05% | 115 |
|
|
2023
Q2 | $351K | Sell |
4,210
-612
| -13% | -$51K | 0.07% | 93 |
|
|
2023
Q1 | $388K | Buy |
4,822
+624
| +15% | +$50.2K | 0.09% | 79 |
|
|
2022
Q4 | $285K | Buy |
4,198
+454
| +12% | +$30.8K | 0.07% | 99 |
|
|
2022
Q3 | $219K | Buy |
+3,744
| New | +$219K | 0.06% | 115 |
|