J.P. Morgan Private Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.4M | Sell |
12,822
-1,297
| -9% | -$142K | ﹤0.01% | 869 |
|
2023
Q2 | $1.56M | Sell |
14,119
-22,260
| -61% | -$2.47M | 0.01% | 644 |
|
2023
Q1 | $3.46M | Sell |
36,379
-2,097
| -5% | -$200K | 0.01% | 694 |
|
2022
Q4 | $3.01M | Sell |
38,476
-2,765
| -7% | -$216K | 0.01% | 721 |
|
2022
Q3 | $2.59M | Buy |
41,241
+682
| +2% | +$42.8K | 0.01% | 755 |
|
2022
Q2 | $2.74M | Buy |
40,559
+16,914
| +72% | +$1.14M | 0.01% | 747 |
|
2022
Q1 | $1.96M | Buy |
23,645
+1,666
| +8% | +$138K | ﹤0.01% | 909 |
|
2021
Q4 | $1.71M | Sell |
21,979
-958
| -4% | -$74.4K | ﹤0.01% | 975 |
|
2021
Q3 | $1.99M | Buy |
22,937
+520
| +2% | +$45.1K | ﹤0.01% | 903 |
|
2021
Q2 | $1.89M | Buy |
22,417
+3,419
| +18% | +$289K | ﹤0.01% | 904 |
|
2021
Q1 | $1.43M | Sell |
18,998
-2,515
| -12% | -$189K | ﹤0.01% | 891 |
|
2020
Q4 | $1.63M | Buy |
21,513
+428
| +2% | +$32.4K | 0.01% | 819 |
|
2020
Q3 | $1.19M | Buy |
21,085
+12,748
| +153% | +$716K | ﹤0.01% | 821 |
|
2020
Q2 | $517K | Buy |
8,337
+2,982
| +56% | +$185K | ﹤0.01% | 1075 |
|
2020
Q1 | $324K | Buy |
5,355
+528
| +11% | +$31.9K | ﹤0.01% | 1100 |
|
2019
Q4 | $456K | Sell |
4,827
-502
| -9% | -$47.4K | ﹤0.01% | 1086 |
|
2019
Q3 | $488K | Buy |
5,329
+112
| +2% | +$10.3K | ﹤0.01% | 1014 |
|
2019
Q2 | $505K | Buy |
5,217
+1,997
| +62% | +$193K | ﹤0.01% | 985 |
|
2019
Q1 | $297K | Buy |
3,220
+94
| +3% | +$8.67K | ﹤0.01% | 1213 |
|
2018
Q4 | $269K | Buy |
+3,126
| New | +$269K | ﹤0.01% | 1217 |
|
2016
Q2 | – | Sell |
-7,127
| Closed | -$686K | – | 1277 |
|
2016
Q1 | $686K | Sell |
7,127
-2,330
| -25% | -$224K | 0.01% | 654 |
|
2015
Q4 | $873K | Sell |
9,457
-7,977
| -46% | -$736K | 0.01% | 548 |
|
2015
Q3 | $1.56M | Sell |
17,434
-21,656
| -55% | -$1.93M | 0.02% | 383 |
|
2015
Q2 | $3.48M | Sell |
39,090
-300
| -0.8% | -$26.7K | 0.04% | 288 |
|
2015
Q1 | $3.68M | Sell |
39,390
-8,050
| -17% | -$753K | 0.04% | 285 |
|
2014
Q4 | $4.18M | Buy |
47,440
+3,281
| +7% | +$289K | 0.05% | 265 |
|
2014
Q3 | $4.07M | Buy |
44,159
+6,160
| +16% | +$567K | 0.05% | 271 |
|
2014
Q2 | $3.56M | Buy |
37,999
+32,484
| +589% | +$3.04M | 0.06% | 234 |
|
2014
Q1 | $515K | Buy |
5,515
+2,916
| +112% | +$272K | 0.01% | 557 |
|
2013
Q4 | $254K | Buy |
+2,599
| New | +$254K | 0.01% | 562 |
|