Pinnacle Wealth Planning Services’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,044
| Closed | -$202K | – | 454 |
|
|
2024
Q3 | $202K | Hold |
2,044
| – | – | 0.03% | 462 |
|
|
2024
Q2 | $220K | Sell |
2,044
-3
| -0.1% | -$323 | 0.03% | 386 |
|
|
2024
Q1 | $267K | Sell |
2,047
-5
| -0.2% | -$651 | 0.04% | 333 |
|
|
2023
Q4 | $267K | Buy |
2,052
+5
| +0.2% | +$652 | 0.04% | 304 |
|
|
2023
Q3 | $223K | Hold |
2,047
| – | – | 0.04% | 334 |
|
|
2023
Q2 | $227K | Buy |
+2,047
| New | +$227K | 0.04% | 338 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$2K | – | 923 |
|
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1921 |
|