Sageworth Trust’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-122
| Closed | -$9K | – | 509 |
|
|
2021
Q4 | $9K | Sell |
122
-408
| -77% | -$30.1K | ﹤0.01% | 287 |
|
|
2021
Q3 | $46K | Hold |
530
| – | – | ﹤0.01% | 199 |
|
|
2021
Q2 | $45K | Hold |
530
| – | – | ﹤0.01% | 248 |
|
|
2021
Q1 | $40K | Buy |
+530
| New | +$40K | ﹤0.01% | 192 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$3K | – | 251 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 155 |
|
|
2020
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 149 |
|
|
2019
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 169 |
|
|
2019
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 158 |
|
|
2019
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 163 |
|
|
2019
Q1 | $5K | Sell |
50
-150
| -75% | -$15K | ﹤0.01% | 192 |
|
|
2018
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 102 |
|
|
2018
Q3 | $20K | Buy |
200
+150
| +300% | +$15K | ﹤0.01% | 123 |
|
|
2018
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 130 |
|