Glassman Wealth Services’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
Q1 | – | Sell |
-263
| Closed | -$24.9K | – | 1053 |
|
|
2023
Q4 | $24.9K | Sell |
263
-22
| -8% | -$2.08K | ﹤0.01% | 637 |
|
|
2023
Q3 | $22.4K | Hold |
285
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $23.7K | Sell |
285
-12
| -4% | -$1K | ﹤0.01% | 582 |
|
|
2023
Q1 | $23.9K | Sell |
297
-2
| -0.7% | -$161 | ﹤0.01% | 595 |
|
|
2022
Q4 | $20.3K | Buy |
299
+32
| +12% | +$2.17K | ﹤0.01% | 662 |
|
|
2022
Q3 | $16K | Buy |
267
+8
| +3% | +$479 | ﹤0.01% | 676 |
|
|
2022
Q2 | $14K | Sell |
259
-1
| -0.4% | -$54 | ﹤0.01% | 720 |
|
|
2022
Q1 | $14K | Sell |
260
-2
| -0.8% | -$108 | ﹤0.01% | 742 |
|
|
2021
Q4 | $14K | Buy |
262
+30
| +13% | +$1.6K | ﹤0.01% | 702 |
|
|
2021
Q3 | $13K | Sell |
232
-16
| -6% | -$897 | ﹤0.01% | 702 |
|
|
2021
Q2 | $13K | Sell |
248
-5
| -2% | -$262 | ﹤0.01% | 686 |
|
|
2021
Q1 | $12K | Buy |
253
+34
| +16% | +$1.61K | ﹤0.01% | 668 |
|
|
2020
Q4 | $10K | Buy |
219
+44
| +25% | +$2.01K | ﹤0.01% | 715 |
|
|
2020
Q3 | $7K | Buy |
175
+95
| +119% | +$3.8K | ﹤0.01% | 702 |
|
|
2020
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 682 |
|