Investors Research Corp’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,750
| Closed | -$267K | – | 1080 |
|
2024
Q1 | $267K | Hold |
2,750
| – | – | 0.06% | 284 |
|
2023
Q4 | $260K | Hold |
2,750
| – | – | 0.06% | 288 |
|
2023
Q3 | $216K | Hold |
2,750
| – | – | 0.06% | 310 |
|
2023
Q2 | $229K | Hold |
2,750
| – | – | 0.06% | 308 |
|
2023
Q1 | $221K | Sell |
2,750
-250
| -8% | -$20.1K | 0.06% | 312 |
|
2022
Q4 | $204K | Hold |
3,000
| – | – | 0.06% | 315 |
|
2022
Q3 | $175K | Hold |
3,000
| – | – | 0.05% | 316 |
|
2022
Q2 | $166K | Hold |
3,000
| – | – | 0.05% | 333 |
|
2022
Q1 | $165K | Hold |
3,000
| – | – | 0.05% | 341 |
|
2021
Q4 | $164K | Hold |
3,000
| – | – | 0.05% | 333 |
|
2021
Q3 | $169K | Hold |
3,000
| – | – | 0.06% | 314 |
|
2021
Q2 | $159K | Hold |
3,000
| – | – | 0.06% | 324 |
|
2021
Q1 | $139K | Sell |
3,000
-150
| -5% | -$6.95K | 0.05% | 338 |
|
2020
Q4 | $145K | Hold |
3,150
| – | – | 0.06% | 355 |
|
2020
Q3 | $128K | Hold |
3,150
| – | – | 0.06% | 339 |
|
2020
Q2 | $138K | Hold |
3,150
| – | – | 0.07% | 309 |
|
2020
Q1 | $127K | Hold |
3,150
| – | – | 0.08% | 292 |
|
2019
Q4 | $191K | Hold |
3,150
| – | – | 0.09% | 293 |
|
2019
Q3 | $191K | Sell |
3,150
-150
| -5% | -$9.1K | 0.1% | 272 |
|
2019
Q2 | $205K | Hold |
3,300
| – | – | 0.11% | 247 |
|
2019
Q1 | $218K | Hold |
3,300
| – | – | 0.12% | 240 |
|
2018
Q4 | $201K | Hold |
3,300
| – | – | 0.14% | 241 |
|
2018
Q3 | $202K | Buy |
+3,300
| New | +$202K | 0.12% | 286 |
|
2018
Q2 | – | Sell |
-3,300
| Closed | -$219K | – | 343 |
|
2018
Q1 | $219K | Hold |
3,300
| – | – | 0.13% | 260 |
|
2017
Q4 | $230K | Buy |
+3,300
| New | +$230K | 0.14% | 247 |
|