QWM
QP Wealth Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $252K | Sell |
3,210
-118
| -4% | -$9.26K | 0.44% | 58 |
|
|
2023
Q2 | $277K | Sell |
3,328
-275
| -8% | -$22.9K | 0.44% | 52 |
|
|
2023
Q1 | $290K | Sell |
3,603
-16
| -0.4% | -$1.29K | 0.47% | 52 |
|
|
2022
Q4 | $246K | Sell |
3,619
-668
| -16% | -$45.3K | 0.38% | 58 |
|
|
2022
Q3 | $248K | Sell |
4,287
-31
| -0.7% | -$1.79K | 0.36% | 51 |
|
|
2022
Q2 | $239K | Buy |
4,318
+25
| +0.6% | +$1.38K | 0.33% | 60 |
|
|
2022
Q1 | $236K | Buy |
+4,293
| New | +$236K | 0.26% | 66 |
|