Schechter Investment Advisors’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,343
| Closed | -$487K | – | 875 |
|
|
2022
Q3 | $487K | Sell |
8,343
-3,231
| -28% | -$189K | 0.05% | 521 |
|
|
2022
Q2 | $640K | Sell |
11,574
-6,533
| -36% | -$361K | 0.06% | 443 |
|
|
2022
Q1 | $995K | Sell |
18,107
-582
| -3% | -$32K | 0.09% | 303 |
|
|
2021
Q4 | $1.02M | Buy |
+18,689
| New | +$1.02M | 0.09% | 294 |
|