VisionPoint Advisory Group’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-14,435
| Closed | -$1.88M | – | 837 |
|
2023
Q4 | $1.88M | Buy |
14,435
+785
| +6% | +$102K | 0.69% | 41 |
|
2023
Q3 | $1.49M | Buy |
13,650
+1,410
| +12% | +$154K | 0.64% | 45 |
|
2023
Q2 | $1.36M | Buy |
12,240
+4,893
| +67% | +$542K | 0.55% | 52 |
|
2023
Q1 | $708K | Buy |
7,347
+4,317
| +142% | +$416K | 0.31% | 70 |
|
2022
Q4 | $256K | Buy |
+3,030
| New | +$256K | 0.11% | 119 |
|