EverSource Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $119K | Buy |
1,156
+438
| +61% | +$45.1K | 0.01% | 1101 |
|
2025
Q1 | $70.1K | Buy |
718
+46
| +7% | +$4.49K | ﹤0.01% | 1067 |
|
2024
Q4 | $57.5K | Sell |
672
-56
| -8% | -$4.79K | ﹤0.01% | 1128 |
|
2024
Q3 | $71.9K | Sell |
728
-496
| -41% | -$49K | ﹤0.01% | 913 |
|
2024
Q2 | $135K | Sell |
1,224
-55
| -4% | -$6.07K | 0.01% | 693 |
|
2024
Q1 | $151K | Buy |
1,279
+105
| +9% | +$12.4K | 0.01% | 578 |
|
2023
Q4 | $153K | Buy |
1,174
+72
| +7% | +$9.39K | 0.01% | 505 |
|
2023
Q3 | $120K | Sell |
1,102
-5
| -0.5% | -$546 | 0.01% | 507 |
|
2023
Q2 | $123K | Buy |
1,107
+44
| +4% | +$4.88K | 0.01% | 511 |
|
2023
Q1 | $101K | Sell |
1,063
-22
| -2% | -$2.09K | 0.01% | 545 |
|
2022
Q4 | $84.8K | Buy |
1,085
+67
| +7% | +$5.23K | 0.01% | 565 |
|
2022
Q3 | $63K | Buy |
1,018
+962
| +1,718% | +$59.5K | 0.01% | 573 |
|
2022
Q2 | $4K | Sell |
56
-118
| -68% | -$8.43K | ﹤0.01% | 1319 |
|
2022
Q1 | $14K | Buy |
174
+7
| +4% | +$563 | ﹤0.01% | 839 |
|
2021
Q4 | $13K | Buy |
+167
| New | +$13K | ﹤0.01% | 845 |
|