Kovitz Investment Group Partners’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,880
| Closed | -$208K | – | 397 |
|
|
2023
Q2 | $208K | Sell |
1,880
-700
| -27% | -$77.6K | ﹤0.01% | 389 |
|
|
2023
Q1 | $246K | Buy |
+2,580
| New | +$246K | ﹤0.01% | 386 |
|
|
2022
Q2 | – | Sell |
-2,630
| Closed | -$218K | – | 406 |
|
|
2022
Q1 | $218K | Sell |
2,630
-3,405
| -56% | -$282K | ﹤0.01% | 395 |
|
|
2021
Q4 | $457K | Buy |
6,035
+3,260
| +117% | +$247K | 0.01% | 334 |
|
|
2021
Q3 | $241K | Sell |
2,775
-600
| -18% | -$52.1K | ﹤0.01% | 393 |
|
|
2021
Q2 | $285K | Sell |
3,375
-2,230
| -40% | -$188K | 0.01% | 373 |
|
|
2021
Q1 | $422K | Sell |
5,605
-330
| -6% | -$24.8K | 0.01% | 339 |
|
|
2020
Q4 | $450K | Sell |
5,935
-2,325
| -28% | -$176K | 0.01% | 331 |
|
|
2020
Q3 | $464K | Sell |
8,260
-575
| -7% | -$32.3K | 0.01% | 327 |
|
|
2020
Q2 | $548K | Sell |
8,835
-3,400
| -28% | -$211K | 0.02% | 301 |
|
|
2020
Q1 | $740K | Sell |
12,235
-2,660
| -18% | -$161K | 0.03% | 266 |
|
|
2019
Q4 | $1.41M | Sell |
14,895
-135
| -0.9% | -$12.8K | 0.04% | 227 |
|
|
2019
Q3 | $1.38M | Sell |
15,030
-700
| -4% | -$64.1K | 0.04% | 226 |
|
|
2019
Q2 | $1.52M | Sell |
15,730
-185
| -1% | -$17.9K | 0.05% | 222 |
|
|
2019
Q1 | $1.47M | Buy |
+15,915
| New | +$1.47M | 0.05% | 225 |
|