Investment House LLC’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,805
| Closed | -$265K | – | 185 |
|
|
2019
Q4 | $265K | Sell |
2,805
-875
| -24% | -$82.7K | 0.02% | 193 |
|
|
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% | -$22.2K | 0.04% | 153 |
|
|
2018
Q4 | $337K | Hold |
3,920
| – | – | 0.04% | 142 |
|
|
2018
Q3 | $388K | Hold |
3,920
| – | – | 0.04% | 146 |
|
|
2018
Q2 | $344K | Sell |
3,920
-605
| -13% | -$53.1K | 0.04% | 157 |
|
|
2018
Q1 | $414K | Hold |
4,525
| – | – | 0.05% | 142 |
|
|
2017
Q4 | $425K | Sell |
4,525
-1,640
| -27% | -$154K | 0.05% | 143 |
|
|
2017
Q3 | $589K | Hold |
6,165
| – | – | 0.08% | 128 |
|
|
2017
Q2 | $606K | Hold |
6,165
| – | – | 0.08% | 130 |
|
|
2017
Q1 | $546K | Sell |
6,165
-375
| -6% | -$33.2K | 0.08% | 136 |
|
|
2016
Q4 | $498K | Sell |
6,540
-125
| -2% | -$9.52K | 0.08% | 130 |
|
|
2016
Q3 | $613K | Sell |
6,665
-2,150
| -24% | -$198K | 0.09% | 128 |
|
|
2016
Q2 | $815K | Sell |
8,815
-400
| -4% | -$37K | 0.13% | 111 |
|
|
2016
Q1 | $887K | Hold |
9,215
| – | – | 0.14% | 104 |
|
|
2015
Q4 | $851K | Sell |
9,215
-975
| -10% | -$90K | 0.14% | 102 |
|
|
2015
Q3 | $909K | Sell |
10,190
-980
| -9% | -$87.4K | 0.16% | 103 |
|
|
2015
Q2 | $995K | Sell |
11,170
-150
| -1% | -$13.4K | 0.16% | 103 |
|
|
2015
Q1 | $1.06M | Sell |
11,320
-725
| -6% | -$67.8K | 0.17% | 100 |
|
|
2014
Q4 | $1.06M | Sell |
12,045
-330
| -3% | -$29K | 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% | +$9.32K | 0.2% | 97 |
|
|
2013
Q4 | $1.2M | Buy |
12,275
+180
| +1% | +$17.6K | 0.22% | 90 |
|
|
2013
Q3 | $1.17M | Sell |
12,095
-100
| -0.8% | -$9.71K | 0.24% | 85 |
|
|
2013
Q2 | $1.26M | Buy |
+12,195
| New | +$1.26M | 0.27% | 82 |
|