EWM
Evercore Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,600
| Closed | -$49K | – | 498 |
|
|
2017
Q4 | $49K | Hold |
2,600
| – | – | ﹤0.01% | 583 |
|
|
2017
Q3 | $37K | Hold |
2,600
| – | – | ﹤0.01% | 612 |
|
|
2017
Q2 | $31K | Hold |
2,600
| – | – | ﹤0.01% | 640 |
|
|
2017
Q1 | $35K | Sell |
2,600
-98
| -4% | -$1.32K | ﹤0.01% | 659 |
|
|
2016
Q4 | $35K | Buy |
2,698
+1,048
| +64% | +$13.6K | ﹤0.01% | 659 |
|
|
2016
Q3 | $18K | Sell |
1,650
-280
| -15% | -$3.06K | ﹤0.01% | 785 |
|
|
2016
Q2 | $22K | Sell |
1,930
-175
| -8% | -$2K | ﹤0.01% | 733 |
|
|
2016
Q1 | $22K | Sell |
2,105
-569
| -21% | -$5.95K | ﹤0.01% | 703 |
|
|
2015
Q4 | $18K | Buy |
2,674
+614
| +30% | +$4.13K | ﹤0.01% | 779 |
|
|
2015
Q3 | $21K | Sell |
2,060
-2,520
| -55% | -$25.7K | ﹤0.01% | 729 |
|
|
2015
Q2 | $86K | Sell |
4,580
-400
| -8% | -$7.51K | ﹤0.01% | 547 |
|
|
2015
Q1 | $95K | Sell |
4,980
-7,406
| -60% | -$141K | ﹤0.01% | 534 |
|
|
2014
Q4 | $288K | Sell |
12,386
-942
| -7% | -$21.9K | 0.01% | 312 |
|
|
2014
Q3 | $437K | Buy |
13,328
+4,373
| +49% | +$143K | 0.02% | 284 |
|
|
2014
Q2 | $327K | Sell |
8,955
-1,945
| -18% | -$71K | 0.02% | 325 |
|
|
2014
Q1 | $361K | Sell |
10,900
-8,856
| -45% | -$293K | 0.02% | 299 |
|
|
2013
Q4 | $745K | Buy |
19,756
+7,817
| +65% | +$295K | 0.04% | 216 |
|
|
2013
Q3 | $395K | Sell |
11,939
-977
| -8% | -$32.3K | 0.02% | 307 |
|
|
2013
Q2 | $356K | Buy |
+12,916
| New | +$356K | 0.02% | 328 |
|