First Trust Direct Indexing’s Coca-Cola Femsa KOF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$253K Sell
2024
Q2
$246K Sell
2024
Q1
$297K Sell
2023
Q4
$300K Buy
2023
Q3
$248K Sell
2023
Q2
$311K Sell
2023
Q1
$353K Sell
2022
Q4
$312K Buy
2022
Q3
$261K Buy
2022
Q2
$208K Buy