Financial Gravity Asset Management’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19
| Closed | -$1.85K | – | 2041 |
|
|
2024
Q1 | $1.85K | Sell |
19
-7
| -27% | -$681 | ﹤0.01% | 1118 |
|
|
2023
Q4 | $2.14K | Buy |
26
+8
| +44% | +$659 | ﹤0.01% | 970 |
|
|
2023
Q3 | $1.37K | Sell |
18
-65
| -78% | -$4.95K | ﹤0.01% | 735 |
|
|
2023
Q2 | $10.5K | Buy |
83
+3
| +4% | +$380 | 0.03% | 323 |
|
|
2023
Q1 | $4.1K | Buy |
80
+12
| +18% | +$616 | 0.13% | 197 |
|
|
2022
Q4 | $8.51K | Sell |
68
-918
| -93% | -$115K | 0.04% | 297 |
|
|
2022
Q3 | $3.71K | Buy |
+986
| New | +$3.71K | 0.13% | 168 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | -$273 | – | 483 |
|
|
2020
Q1 | $273 | Sell |
7
-26
| -79% | -$1.01K | ﹤0.01% | 666 |
|
|
2019
Q4 | $61K | Buy |
33
+26
| +371% | +$48.1K | 0.04% | 538 |
|
|
2019
Q3 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 1417 |
|
|
2019
Q2 | $0 | Sell |
6
-5
| -45% | – | ﹤0.01% | 1476 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1126 |
|
|
2018
Q3 | $0 | Sell |
6
-43
| -88% | – | ﹤0.01% | 1520 |
|
|
2018
Q2 | $3K | Buy |
49
+44
| +880% | +$2.69K | ﹤0.01% | 896 |
|
|
2018
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1458 |
|