J.M. Hartwell’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $504K | Sell |
5,500
-407
| -7% | -$37.3K | 0.09% | 54 |
|
|
2019
Q2 | $572K | Buy |
5,907
+407
| +7% | +$39.4K | 0.11% | 46 |
|
|
2019
Q1 | $508K | Hold |
5,500
| – | – | 0.09% | 54 |
|
|
2018
Q4 | $473K | Sell |
5,500
-250
| -4% | -$21.5K | 0.1% | 51 |
|
|
2018
Q3 | $569K | Buy |
5,750
+700
| +14% | +$69.3K | 0.1% | 55 |
|
|
2018
Q2 | $443K | Buy |
5,050
+650
| +15% | +$57K | 0.08% | 70 |
|
|
2018
Q1 | $402K | Hold |
4,400
| – | – | 0.08% | 74 |
|
|
2017
Q4 | $413K | Buy |
+4,400
| New | +$413K | 0.08% | 67 |
|
|
2016
Q4 | – | Sell |
-3,500
| Closed | -$322K | – | 88 |
|
|
2016
Q3 | $322K | Hold |
3,500
| – | – | 0.08% | 71 |
|
|
2016
Q2 | $324K | Buy |
3,500
+150
| +4% | +$13.9K | 0.08% | 69 |
|
|
2016
Q1 | $323K | Hold |
3,350
| – | – | 0.08% | 69 |
|
|
2015
Q4 | $309K | Buy |
+3,350
| New | +$309K | 0.07% | 74 |
|