Next Financial Group’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2920 |
|
2021
Q1 | – | Sell |
-71
| Closed | -$3K | – | 2592 |
|
2020
Q4 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 2106 |
|
2020
Q2 | – | Sell |
-12
| Closed | – | – | 1296 |
|
2020
Q1 | $0 | Sell |
12
-740
| -98% | – | ﹤0.01% | 2271 |
|
2019
Q4 | $46K | Buy |
+752
| New | +$46K | ﹤0.01% | 1221 |
|
2017
Q2 | – | Sell |
-150
| Closed | -$11K | – | 1942 |
|
2017
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 1248 |
|
2016
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 1653 |
|
2016
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 1613 |
|
2016
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 1140 |
|
2016
Q1 | $12K | Sell |
150
-150
| -50% | -$12K | ﹤0.01% | 1100 |
|
2015
Q4 | $21K | Hold |
300
| – | – | 0.01% | 899 |
|
2015
Q3 | $20K | Sell |
300
-350
| -54% | -$23.3K | 0.01% | 946 |
|
2015
Q2 | $51K | Buy |
650
+350
| +117% | +$27.5K | 0.02% | 660 |
|
2015
Q1 | $23K | Hold |
300
| – | – | 0.01% | 940 |
|
2014
Q4 | $26K | Hold |
300
| – | – | 0.01% | 878 |
|
2014
Q3 | $30K | Hold |
300
| – | – | 0.01% | 1207 |
|
2014
Q2 | $33K | Buy |
+300
| New | +$33K | 0.02% | 457 |
|