Dunvegan Associates’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $8K | Hold |
111
| – | – | 0.01% | 170 |
|
2015
Q3 | $8K | Sell |
111
-19
| -15% | -$1.37K | 0.01% | 170 |
|
2015
Q2 | $10K | Hold |
130
| – | – | 0.01% | 161 |
|
2015
Q1 | $10K | Hold |
130
| – | – | 0.01% | 171 |
|
2014
Q4 | $11K | Sell |
130
-28
| -18% | -$2.37K | 0.01% | 160 |
|
2014
Q3 | $16K | Hold |
158
| – | – | 0.01% | 141 |
|
2014
Q2 | $18K | Hold |
158
| – | – | 0.02% | 139 |
|
2014
Q1 | $17K | Buy |
+158
| New | +$17K | 0.01% | 148 |
|