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