Howe & Rusling’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-70
| Closed | -$6K | – | 838 |
|
|
2018
Q4 | $6K | Hold |
70
| – | – | ﹤0.01% | 507 |
|
|
2018
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 559 |
|
|
2018
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 528 |
|
|
2018
Q1 | $6K | Sell |
70
-1,231
| -95% | -$106K | ﹤0.01% | 573 |
|
|
2017
Q4 | $122K | Hold |
1,301
| – | – | 0.02% | 226 |
|
|
2017
Q3 | $124K | Hold |
1,301
| – | – | 0.02% | 218 |
|
|
2017
Q2 | $128K | Hold |
1,301
| – | – | 0.03% | 176 |
|
|
2017
Q1 | $115K | Buy |
1,301
+966
| +288% | +$85.4K | 0.02% | 188 |
|
|
2016
Q4 | $26K | Sell |
335
-421
| -56% | -$32.7K | 0.01% | 327 |
|
|
2016
Q3 | $70K | Buy |
756
+238
| +46% | +$22K | 0.02% | 230 |
|
|
2016
Q2 | $48K | Hold |
518
| – | – | 0.01% | 251 |
|
|
2016
Q1 | $50K | Buy |
518
+108
| +26% | +$10.4K | 0.01% | 274 |
|
|
2015
Q4 | $38K | Hold |
410
| – | – | 0.01% | 305 |
|
|
2015
Q3 | $37K | Buy |
410
+10
| +3% | +$902 | 0.01% | 307 |
|
|
2015
Q2 | $36K | Hold |
400
| – | – | 0.01% | 330 |
|
|
2015
Q1 | $37K | Hold |
400
| – | – | 0.01% | 317 |
|
|
2014
Q4 | $35K | Buy |
400
+24
| +6% | +$2.1K | 0.01% | 317 |
|
|
2014
Q3 | $35K | Hold |
376
| – | – | 0.01% | 323 |
|
|
2014
Q2 | $35K | Sell |
376
-209
| -36% | -$19.5K | 0.01% | 333 |
|
|
2014
Q1 | $55K | Buy |
585
+228
| +64% | +$21.4K | 0.01% | 308 |
|
|
2013
Q4 | $35K | Sell |
357
-366
| -51% | -$35.9K | 0.01% | 336 |
|
|
2013
Q3 | $71K | Sell |
723
-1,589
| -69% | -$156K | 0.03% | 252 |
|
|
2013
Q2 | $239K | Buy |
+2,312
| New | +$239K | 0.07% | 146 |
|