J.P. Morgan Private Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $753K | Buy |
9,594
+542
| +6% | +$42.5K | ﹤0.01% | 1084 |
|
|
2023
Q2 | $754K | Sell |
9,052
-2,006
| -18% | -$167K | ﹤0.01% | 869 |
|
|
2023
Q1 | $890K | Sell |
11,058
-739
| -6% | -$59.5K | ﹤0.01% | 1213 |
|
|
2022
Q4 | $801K | Buy |
11,797
+1,733
| +17% | +$118K | ﹤0.01% | 1252 |
|
|
2022
Q3 | $588K | Buy |
10,064
+4,653
| +86% | +$272K | ﹤0.01% | 1385 |
|
|
2022
Q2 | $299K | Buy |
+5,411
| New | +$299K | ﹤0.01% | 1646 |
|