IPG Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,500
| Closed | -$223K | – | 132 |
|
|
2015
Q3 | $223K | Hold |
2,500
| – | – | 0.1% | 106 |
|
|
2015
Q2 | $223K | Hold |
2,500
| – | – | 0.08% | 115 |
|
|
2015
Q1 | $234K | Hold |
2,500
| – | – | 0.09% | 108 |
|
|
2014
Q4 | $220K | Hold |
2,500
| – | – | 0.09% | 106 |
|
|
2014
Q3 | $230K | Hold |
2,500
| – | – | 0.08% | 85 |
|
|
2014
Q2 | $234K | Sell |
2,500
-25,000
| -91% | -$2.34M | 0.1% | 84 |
|
|
2014
Q1 | $3.27M | Buy |
27,500
+12,500
| +83% | +$1.49M | 1.53% | 17 |
|
|
2013
Q4 | $1.9M | Buy |
+15,000
| New | +$1.9M | 1.01% | 24 |
|