Integrated Wealth Concepts’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,960
| Closed | -$982K | – | 745 |
|
|
2020
Q4 | $982K | Buy |
12,960
+1,351
| +12% | +$102K | 0.05% | 258 |
|
|
2020
Q3 | $652K | Buy |
11,609
+509
| +5% | +$28.6K | 0.04% | 290 |
|
|
2020
Q2 | $688K | Buy |
11,100
+2,236
| +25% | +$139K | 0.05% | 229 |
|
|
2020
Q1 | $536K | Buy |
8,864
+1,608
| +22% | +$97.2K | 0.05% | 217 |
|
|
2019
Q4 | $686K | Buy |
7,256
+2,996
| +70% | +$283K | 0.06% | 218 |
|
|
2019
Q3 | $390K | Buy |
4,260
+1,559
| +58% | +$143K | 0.04% | 245 |
|
|
2019
Q2 | $264K | Buy |
+2,701
| New | +$264K | 0.03% | 307 |
|