Beacon Financial Group’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,700
| Closed | -$228K | – | 170 |
|
|
2014
Q4 | $228K | Sell |
9,700
-8,411
| -46% | -$198K | 0.05% | 173 |
|
|
2014
Q3 | $586K | Sell |
18,111
-2,288
| -11% | -$74K | 0.13% | 108 |
|
|
2014
Q2 | $736K | Buy |
20,399
+1,796
| +10% | +$64.8K | 0.16% | 92 |
|
|
2014
Q1 | $611K | Buy |
18,603
+1,291
| +7% | +$42.4K | 0.13% | 106 |
|
|
2013
Q4 | $652K | Buy |
17,312
+3,842
| +29% | +$145K | 0.13% | 113 |
|
|
2013
Q3 | $450K | Buy |
+13,470
| New | +$450K | 0.1% | 129 |
|