RFWA
RPg Family Wealth Advisory’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-55,035
| Closed | -$7.17M | – | 114 |
|
|
2024
Q1 | $7.17M | Buy |
55,035
+922
| +2% | +$120K | 2.27% | 13 |
|
|
2023
Q4 | $7.05M | Sell |
54,113
-6,682
| -11% | -$871K | 2.6% | 5 |
|
|
2023
Q3 | $6.64M | Buy |
60,795
+2,649
| +5% | +$289K | 2.73% | 5 |
|
|
2023
Q2 | $6.44M | Sell |
58,146
-687
| -1% | -$76.1K | 2.58% | 6 |
|
|
2023
Q1 | $5.6M | Buy |
+58,833
| New | +$5.6M | 3.08% | 7 |
|