Exencial Wealth Advisors’s Methanex MEOH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $827K | Buy |
24,981
+1,447
| +6% | +$47.9K | 0.03% | 304 |
|
2025
Q1 | $826K | Buy |
+23,534
| New | +$826K | 0.03% | 302 |
|
2023
Q4 | – | Sell |
-16,708
| Closed | -$753K | – | 479 |
|
2023
Q3 | $753K | Buy |
16,708
+1,104
| +7% | +$49.7K | 0.04% | 252 |
|
2023
Q2 | $646K | Buy |
+15,604
| New | +$646K | 0.03% | 268 |
|
2021
Q2 | – | Sell |
-5,750
| Closed | -$212K | – | 456 |
|
2021
Q1 | $212K | Buy |
+5,750
| New | +$212K | 0.01% | 412 |
|