Morningstar Investment Services’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,376
| Closed | -$446K | – | 227 |
|
|
2016
Q1 | $446K | Sell |
5,376
-8,876
| -62% | -$736K | 0.02% | 180 |
|
|
2015
Q4 | $1.01M | Sell |
14,252
-890
| -6% | -$63K | 0.04% | 156 |
|
|
2015
Q3 | $1.05M | Buy |
15,142
+1,097
| +8% | +$76.1K | 0.04% | 163 |
|
|
2015
Q2 | $1.12M | Sell |
14,045
-2,640
| -16% | -$210K | 0.05% | 160 |
|
|
2015
Q1 | $1.33M | Buy |
16,685
+9,730
| +140% | +$777K | 0.06% | 146 |
|
|
2014
Q4 | $602K | Buy |
+6,955
| New | +$602K | 0.03% | 173 |
|