Shaker Financial Services’s Mexico Equity and Income Fund MXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $902K | Hold |
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|
2025
Q2 | $796K | Hold |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $713K | Sell |
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|
2024
Q2 | $808K | Hold |
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|
2024
Q1 | $973K | Hold |
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|
2023
Q4 | $968K | Sell |
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|
2023
Q3 | $834K | Hold |
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|
2023
Q2 | $891K | Hold |
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|
2023
Q1 | $894K | Buy |
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $133K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $172K | Sell |
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|
2015
Q1 | $210K | Sell |
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|
2014
Q4 | $247K | Buy |
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|
2014
Q3 | $243K | Sell |
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|
2014
Q2 | $660K | Sell |
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|
2014
Q1 | $611K | Sell |
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|
2013
Q4 | $791K | Sell |
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|
2013
Q3 | $868K | Buy |
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|
2013
Q2 | $833K | Buy |
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