Envestnet Portfolio Solutions’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,129
| Closed | -$322K | – | 1686 |
|
|
2024
Q4 | $322K | Buy |
4,129
+589
| +17% | +$45.9K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $314K | Buy |
3,540
+336
| +10% | +$29.8K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $275K | Buy |
3,204
+524
| +20% | +$45K | ﹤0.01% | 1427 |
|
|
2024
Q1 | $260K | Sell |
2,680
-92
| -3% | -$8.94K | ﹤0.01% | 1432 |
|
|
2023
Q4 | $262K | Sell |
2,772
-327
| -11% | -$30.9K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $243K | Buy |
+3,099
| New | +$243K | ﹤0.01% | 1338 |
|