IFP Advisors’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29
| Closed | -$3.12K | – | 3355 |
|
|
2024
Q2 | $3.12K | Sell |
29
-234
| -89% | -$27.4K | ﹤0.01% | 2713 |
|
|
2024
Q1 | $34.3K | Sell |
263
-333
| -56% | -$43.5K | ﹤0.01% | 1736 |
|
|
2023
Q4 | $77.7K | Sell |
596
-168
| -22% | -$20K | ﹤0.01% | 1357 |
|
|
2023
Q3 | $83.4K | Sell |
764
-102
| -12% | -$11.3K | ﹤0.01% | 1347 |
|
|
2023
Q2 | $96K | Buy |
866
+849
| +4,994% | +$85.4K | ﹤0.01% | 1328 |
|
|
2023
Q1 | $1.56K | Sell |
17
-73
| -81% | -$6.39K | ﹤0.01% | 2972 |
|
|
2022
Q4 | $8K | Hold |
90
| – | – | ﹤0.01% | 3512 |
|
|
2022
Q3 | $8K | Hold |
90
| – | – | ﹤0.01% | 3770 |
|
|
2022
Q2 | $8K | Hold |
90
| – | – | ﹤0.01% | 3522 |
|
|
2022
Q1 | $8K | Buy |
+90
| New | +$7.09K | ﹤0.01% | 3521 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3840 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3552 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3476 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3349 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3225 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3101 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3103 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3114 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3287 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$17K | – | 2711 |
|
|
2018
Q4 | $17K | Sell |
200
-82
| -29% | -$7.28K | ﹤0.01% | 2213 |
|
|
2018
Q3 | $28K | Hold |
282
| – | – | ﹤0.01% | 2248 |
|
|
2018
Q2 | $25K | Sell |
282
-90
| -24% | -$7.95K | ﹤0.01% | 2332 |
|
|
2018
Q1 | $35K | Hold |
372
| – | – | ﹤0.01% | 2014 |
|
|
2017
Q4 | $35K | Buy |
372
+1
| +0.3% | +$91 | ﹤0.01% | 2038 |
|
|
2017
Q3 | $35K | Sell |
371
-43
| -10% | -$4.28K | ﹤0.01% | 2223 |
|
|
2017
Q2 | $41K | Buy |
414
+132
| +47% | +$12.3K | ﹤0.01% | 2099 |
|
|
2017
Q1 | $25K | Hold |
282
| – | – | ﹤0.01% | 2354 |
|
|
2016
Q4 | $21K | Buy |
282
+82
| +41% | +$7.02K | ﹤0.01% | 2422 |
|
|
2016
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 2463 |
|
|
2016
Q2 | $18K | Buy |
+200
| New | +$18.3K | ﹤0.01% | 2404 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$18K | – | 2721 |
|
|
2015
Q4 | $18K | Buy |
+200
| New | +$19.2K | ﹤0.01% | 2220 |
|
Other funds holding FMX
HL
N
