HCR Wealth Advisors’s Methanex MEOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-66,595
| Closed | -$3.63M | – | 190 |
|
|
2022
Q1 | $3.63M | Buy |
66,595
+144
| +0.2% | +$7.86K | 0.59% | 34 |
|
|
2021
Q4 | $2.63M | Sell |
66,451
-1,823
| -3% | -$72.1K | 0.41% | 57 |
|
|
2021
Q3 | $3.14M | Buy |
68,274
+2,484
| +4% | +$114K | 0.52% | 40 |
|
|
2021
Q2 | $2.18M | Buy |
65,790
+4,232
| +7% | +$140K | 0.38% | 57 |
|
|
2021
Q1 | $2.26M | Buy |
+61,558
| New | +$2.26M | 0.45% | 48 |
|
|
2019
Q1 | – | Sell |
-8,535
| Closed | -$411K | – | 190 |
|
|
2018
Q4 | $411K | Sell |
8,535
-12,348
| -59% | -$595K | 0.13% | 110 |
|
|
2018
Q3 | $1.45M | Buy |
20,883
+504
| +2% | +$35.1K | 0.47% | 52 |
|
|
2018
Q2 | $1.44M | Buy |
20,379
+187
| +0.9% | +$13.2K | 0.47% | 50 |
|
|
2018
Q1 | $1.23M | Sell |
20,192
-838
| -4% | -$50.8K | 0.42% | 56 |
|
|
2017
Q4 | $1.27M | Buy |
21,030
+1,329
| +7% | +$80.5K | 0.45% | 52 |
|
|
2017
Q3 | $991K | Buy |
19,701
+1,585
| +9% | +$79.7K | 0.42% | 58 |
|
|
2017
Q2 | $798K | Buy |
18,116
+1,376
| +8% | +$60.6K | 0.39% | 59 |
|
|
2017
Q1 | $785K | Buy |
+16,740
| New | +$785K | 0.4% | 63 |
|