Appleton Partners’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,834
| Closed | -$354K | – | 188 |
|
|
2014
Q3 | $354K | Buy |
10,834
+110
| +1% | +$3.59K | 0.08% | 133 |
|
|
2014
Q2 | $391K | Sell |
10,724
-1,215
| -10% | -$44.3K | 0.09% | 132 |
|
|
2014
Q1 | $395K | Buy |
11,939
+840
| +8% | +$27.8K | 0.09% | 127 |
|
|
2013
Q4 | $419K | Buy |
+11,099
| New | +$419K | 0.1% | 117 |
|