Thomas J. Herzfeld Advisors’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $660K | Hold |
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|
2016
Q2 | $730K | Hold |
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|
2016
Q1 | $731K | Hold |
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|
2015
Q4 | $623K | Hold |
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|
2015
Q3 | $610K | Hold |
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|
2015
Q2 | $699K | Hold |
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|
2015
Q1 | $703K | Hold |
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|
2014
Q4 | $761K | Sell |
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|
2014
Q3 | $1.97M | Hold |
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|
2014
Q2 | $2.23M | Hold |
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|
2014
Q1 | $2.07M | Hold |
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|
2013
Q4 | $2.39M | Buy |
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|
2013
Q3 | $2.36M | Buy |
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|
2013
Q2 | $2.42M | Buy |
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