Investment House LLC’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
2020 Q1	–	Sell	-2,805	Closed	-$265K	–	186
2019 Q4	$265K	Sell	2,805 -875	-24%	-$80.4K	0.02%	196
2019 Q3	$337K	Hold	3,680	–	–	0.03%	161
2019 Q2	$356K	Hold	3,680	–	–	0.04%	155
2019 Q1	$340K	Sell	3,680 -240	-6%	-$21.9K	0.04%	155
2018 Q4	$337K	Hold	3,920	–	–	0.04%	144
2018 Q3	$388K	Hold	3,920	–	–	0.04%	148
2018 Q2	$344K	Sell	3,920 -605	-13%	-$53.4K	0.04%	157
2018 Q1	$414K	Hold	4,525	–	–	0.05%	143
2017 Q4	$425K	Sell	4,525 -1,640	-27%	-$150K	0.05%	143
2017 Q3	$589K	Hold	6,165	–	–	0.08%	129
2017 Q2	$606K	Hold	6,165	–	–	0.08%	130
2017 Q1	$546K	Sell	6,165 -375	-6%	-$30.5K	0.08%	136
2016 Q4	$498K	Sell	6,540 -125	-2%	-$10.7K	0.08%	130
2016 Q3	$613K	Sell	6,665 -2,150	-24%	-$198K	0.09%	128
2016 Q2	$815K	Sell	8,815 -400	-4%	-$36.6K	0.13%	111
2016 Q1	$887K	Hold	9,215	–	–	0.14%	104
2015 Q4	$851K	Sell	9,215 -975	-10%	-$93.7K	0.14%	102
2015 Q3	$909K	Sell	10,190 -980	-9%	-$87.1K	0.16%	103
2015 Q2	$995K	Sell	11,170 -150	-1%	-$13.9K	0.16%	103
2015 Q1	$1.06M	Sell	11,320 -725	-6%	-$64.7K	0.17%	100
2014 Q4	$1.06M	Sell	12,045 -330	-3%	-$30.2K	0.17%	102
2014 Q3	$1.14M	Hold	12,375	–	–	0.19%	99
2014 Q2	$1.16M	Hold	12,375	–	–	0.2%	96
2014 Q1	$1.15M	Buy	12,375 +100	+0.8%	+$8.95K	0.2%	97
2013 Q4	$1.2M	Buy	12,275 +180	+1%	+$16.9K	0.22%	90
2013 Q3	$1.17M	Sell	12,095 -100	-0.8%	-$10K	0.24%	85
2013 Q2	$1.26M	Buy	+12,195	New	+$1.36M	0.27%	82