Wellington Shields Capital Management’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-750
| Closed | -$71K | – | 312 |
|
|
2023
Q4 | $71K | Sell |
750
-500
| -40% | -$47.3K | 0.01% | 271 |
|
|
2023
Q3 | $98.1K | Hold |
1,250
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $104K | Hold |
1,250
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $101K | Sell |
1,250
-250
| -17% | -$20.1K | 0.01% | 261 |
|
|
2022
Q4 | $102K | Buy |
+1,500
| New | +$102K | 0.01% | 261 |
|