YorkBridge Wealth Partners’s Fomento Económico Mexicano FMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $592K | Sell |
7,584
-819
| -10% | -$64K | 0.15% | 116 |
|
|
2022
Q3 | $527K | Buy |
8,403
+224
| +3% | +$14K | 0.14% | 117 |
|
|
2022
Q2 | $552K | Buy |
8,179
+3,061
| +60% | +$207K | 0.14% | 118 |
|
|
2022
Q1 | $424K | Buy |
5,118
+107
| +2% | +$8.86K | 0.09% | 163 |
|
|
2021
Q4 | $389K | Sell |
5,011
-22
| -0.4% | -$1.71K | 0.09% | 193 |
|
|
2021
Q3 | $436K | Buy |
5,033
+395
| +9% | +$34.2K | 0.11% | 144 |
|
|
2021
Q2 | $392K | Sell |
4,638
-5
| -0.1% | -$423 | 0.1% | 156 |
|
|
2021
Q1 | $350K | Buy |
4,643
+1,811
| +64% | +$137K | 0.1% | 168 |
|
|
2020
Q4 | $215K | Buy |
+2,832
| New | +$215K | 0.07% | 200 |
|
|
2020
Q3 | – | Sell |
-3,502
| Closed | -$217K | – | 180 |
|
|
2020
Q2 | $217K | Buy |
+3,502
| New | +$217K | 0.1% | 163 |
|
|
2020
Q1 | – | Sell |
-2,573
| Closed | -$243K | – | 169 |
|
|
2019
Q4 | $243K | Buy |
2,573
+54
| +2% | +$5.1K | 0.11% | 163 |
|
|
2019
Q3 | $231K | Sell |
2,519
-46
| -2% | -$4.22K | 0.12% | 160 |
|
|
2019
Q2 | $248K | Buy |
2,565
+930
| +57% | +$89.9K | 0.11% | 158 |
|
|
2019
Q1 | $151K | Buy |
1,635
+50
| +3% | +$4.62K | 0.07% | 206 |
|
|
2018
Q4 | $136K | Buy |
+1,585
| New | +$136K | 0.07% | 200 |
|
|
2017
Q2 | – | Sell |
-83
| Closed | -$7K | – | 885 |
|
|
2017
Q1 | $7K | Buy |
83
+20
| +32% | +$1.69K | ﹤0.01% | 650 |
|
|
2016
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 678 |
|