ZAM
Zevin Asset Management’s Fomento Económico Mexicano FMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-22,594
| Closed | -$1.27M | – | 94 |
|
|
2020
Q3 | $1.27M | Sell |
22,594
-73
| -0.3% | -$4.1K | 0.35% | 44 |
|
|
2020
Q2 | $1.41M | Buy |
22,667
+83
| +0.4% | +$5.15K | 0.43% | 42 |
|
|
2020
Q1 | $1.37M | Buy |
22,584
+1,346
| +6% | +$81.5K | 0.51% | 40 |
|
|
2019
Q4 | $2.01M | Sell |
21,238
-25
| -0.1% | -$2.36K | 0.62% | 38 |
|
|
2019
Q3 | $1.95M | Buy |
21,263
+404
| +2% | +$37K | 0.63% | 38 |
|
|
2019
Q2 | $2.02M | Sell |
20,859
-115
| -0.5% | -$11.1K | 0.65% | 38 |
|
|
2019
Q1 | $1.94M | Sell |
20,974
-690
| -3% | -$63.7K | 0.63% | 40 |
|
|
2018
Q4 | $1.86M | Buy |
21,664
+46
| +0.2% | +$3.96K | 0.68% | 40 |
|
|
2018
Q3 | $2.14M | Buy |
21,618
+1,465
| +7% | +$145K | 0.62% | 44 |
|
|
2018
Q2 | $1.77M | Buy |
20,153
+994
| +5% | +$87.3K | 0.53% | 48 |
|
|
2018
Q1 | $1.75M | Buy |
19,159
+224
| +1% | +$20.5K | 0.45% | 49 |
|
|
2017
Q4 | $1.78M | Buy |
18,935
+2,485
| +15% | +$233K | 0.4% | 56 |
|
|
2017
Q3 | $1.57M | Buy |
16,450
+370
| +2% | +$35.3K | 0.37% | 56 |
|
|
2017
Q2 | $1.58M | Buy |
16,080
+115
| +0.7% | +$11.3K | 0.4% | 52 |
|
|
2017
Q1 | $1.41M | Buy |
15,965
+285
| +2% | +$25.2K | 0.36% | 53 |
|
|
2016
Q4 | $1.2M | Sell |
15,680
-475
| -3% | -$36.2K | 0.31% | 57 |
|
|
2016
Q3 | $1.49M | Buy |
16,155
+1,770
| +12% | +$163K | 0.48% | 44 |
|
|
2016
Q2 | $1.33M | Buy |
14,385
+1,400
| +11% | +$129K | 0.37% | 56 |
|
|
2016
Q1 | $1.25M | Sell |
12,985
-60,325
| -82% | -$5.81M | 0.35% | 56 |
|
|
2015
Q4 | $6.77M | Sell |
73,310
-515
| -0.7% | -$47.6K | 1.78% | 20 |
|
|
2015
Q3 | $6.59M | Buy |
73,825
+1,805
| +3% | +$161K | 1.92% | 17 |
|
|
2015
Q2 | $6.42M | Buy |
72,020
+1,365
| +2% | +$122K | 1.71% | 18 |
|
|
2015
Q1 | $6.61M | Buy |
70,655
+1,565
| +2% | +$146K | 1.82% | 17 |
|
|
2014
Q4 | $6.08M | Buy |
69,090
+1,200
| +2% | +$106K | 1.71% | 19 |
|
|
2014
Q3 | $6.25M | Buy |
67,890
+2,735
| +4% | +$252K | 1.83% | 15 |
|
|
2014
Q2 | $6.1M | Buy |
+65,155
| New | +$6.1M | 1.79% | 17 |
|