HighTower Trust’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-2,805
| Closed | -$276K | – | 104 |
|
2017
Q2 | $276K | Sell |
2,805
-260
| -8% | -$25.6K | 0.03% | 127 |
|
2017
Q1 | $271K | Sell |
3,065
-10
| -0.3% | -$884 | 0.03% | 136 |
|
2016
Q4 | $234K | Hold |
3,075
| – | – | 0.03% | 137 |
|
2016
Q3 | $283K | Hold |
3,075
| – | – | 0.03% | 126 |
|
2016
Q2 | $284K | Buy |
3,075
+120
| +4% | +$11.1K | 0.03% | 127 |
|
2016
Q1 | $285K | Buy |
2,955
+20
| +0.7% | +$1.93K | 0.04% | 116 |
|
2015
Q4 | $271K | Buy |
+2,935
| New | +$271K | 0.04% | 128 |
|