Concert Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,557
| Closed | -$113K | – | 612 |
|
|
2016
Q3 | $113K | Buy |
10,557
+280
| +3% | +$3K | 0.01% | 732 |
|
|
2016
Q2 | $110K | Buy |
10,277
+140
| +1% | +$1.5K | 0.01% | 640 |
|
|
2016
Q1 | $104K | Buy |
10,137
+62
| +0.6% | +$636 | 0.01% | 642 |
|
|
2015
Q4 | $68K | Sell |
10,075
-5,145
| -34% | -$34.7K | 0.01% | 662 |
|
|
2015
Q3 | $146K | Buy |
15,220
+277
| +2% | +$2.66K | 0.02% | 648 |
|
|
2015
Q2 | $275K | Buy |
14,943
+284
| +2% | +$5.23K | 0.04% | 537 |
|
|
2015
Q1 | $119K | Sell |
14,659
-1,284
| -8% | -$10.4K | 0.03% | 420 |
|
|
2014
Q4 | $371K | Sell |
15,943
-6,973
| -30% | -$162K | 0.06% | 389 |
|
|
2014
Q3 | $755K | Sell |
22,916
-6,800
| -23% | -$224K | 0.1% | 189 |
|
|
2014
Q2 | $1.02M | Sell |
29,716
-1,797
| -6% | -$61.4K | 0.12% | 131 |
|
|
2014
Q1 | $1.04M | Buy |
31,513
+902
| +3% | +$29.8K | 0.13% | 128 |
|
|
2013
Q4 | $1.17M | Buy |
30,611
+244
| +0.8% | +$9.31K | 0.15% | 113 |
|
|
2013
Q3 | $1.01M | Sell |
30,367
-3,207
| -10% | -$107K | 0.14% | 116 |
|
|
2013
Q2 | $936K | Buy |
+33,574
| New | +$936K | 0.14% | 112 |
|