Valeo Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-187
| Closed | -$9K | – | 2011 |
|
|
2020
Q4 | $9K | Buy |
187
+55
| +42% | +$2.65K | ﹤0.01% | 1195 |
|
|
2020
Q3 | $5K | Buy |
+132
| New | +$5K | ﹤0.01% | 1212 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$7K | – | 1600 |
|
|
2019
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 1050 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$10K | – | 1589 |
|
|
2017
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 835 |
|
|
2017
Q3 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 656 |
|