AWS
Aris Wealth Services’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-27,869
| Closed | -$519K | – | 422 |
|
|
2015
Q2 | $519K | Sell |
27,869
-117
| -0.4% | -$2.18K | 0.48% | 76 |
|
|
2015
Q1 | $530K | Buy |
27,986
+11,407
| +69% | +$216K | 0.49% | 71 |
|
|
2014
Q4 | $387K | Buy |
16,579
+4,283
| +35% | +$100K | 0.43% | 80 |
|
|
2014
Q3 | $401K | Buy |
12,296
+1,017
| +9% | +$33.2K | 0.5% | 75 |
|
|
2014
Q2 | $412K | Buy |
11,279
+1,055
| +10% | +$38.5K | 0.54% | 72 |
|
|
2014
Q1 | $338K | Buy |
10,224
+476
| +5% | +$15.7K | 0.5% | 73 |
|
|
2013
Q4 | $368K | Buy |
9,748
+893
| +10% | +$33.7K | 0.62% | 61 |
|
|
2013
Q3 | $293K | Buy |
8,855
+1,154
| +15% | +$38.2K | 0.54% | 68 |
|
|
2013
Q2 | $213K | Buy |
+7,701
| New | +$213K | 0.46% | 65 |
|