HBK Sorce Advisory’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 |
-2,494
| Closed | -$242K | – | 593 |
|
|
2024
Q1 | $242K | Sell |
2,494
-51
| -2% | -$4.96K | 0.01% | 512 |
|
|
2023
Q4 | $241K | Buy |
+2,545
| New | +$241K | 0.01% | 465 |
|
|
2023
Q3 | – | Sell |
-2,525
| Closed | -$210K | – | 579 |
|
|
2023
Q2 | $210K | Sell |
2,525
-74
| -3% | -$6.17K | 0.01% | 526 |
|
|
2023
Q1 | $209K | Sell |
2,599
-2,987
| -53% | -$240K | 0.01% | 528 |
|
|
2022
Q4 | $379K | Buy |
5,586
+1,783
| +47% | +$121K | 0.01% | 483 |
|
|
2022
Q3 | $222K | Buy |
+3,803
| New | +$222K | 0.01% | 434 |
|