Bell & Brown Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-30,836
| Closed | -$358K | – | 83 |
|
|
2019
Q2 | $358K | Sell |
30,836
-364
| -1% | -$4.23K | 0.32% | 67 |
|
|
2019
Q1 | $402K | Sell |
31,200
-1,552
| -5% | -$20K | 0.37% | 67 |
|
|
2018
Q4 | $338K | Sell |
32,752
-8,564
| -21% | -$88.4K | 0.36% | 67 |
|
|
2018
Q3 | $481K | Buy |
41,316
+2,619
| +7% | +$30.5K | 0.45% | 67 |
|
|
2018
Q2 | $668K | Buy |
38,697
+4,996
| +15% | +$86.2K | 0.66% | 58 |
|
|
2018
Q1 | $510K | Sell |
33,701
-417
| -1% | -$6.31K | 0.54% | 67 |
|
|
2017
Q4 | $647K | Buy |
+34,118
| New | +$647K | 0.67% | 59 |
|