Everett Harris & Co’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 |
-8,562
| Closed | -$200K | – | 241 |
|
|
2014
Q4 | $200K | Sell |
8,562
-1,400
| -14% | -$32.7K | 0.01% | 228 |
|
|
2014
Q3 | $325K | Hold |
9,962
| – | – | 0.01% | 188 |
|
|
2014
Q2 | $364K | Sell |
9,962
-750
| -7% | -$27.4K | 0.01% | 181 |
|
|
2014
Q1 | $354K | Buy |
10,712
+566
| +6% | +$18.7K | 0.01% | 183 |
|
|
2013
Q4 | $383K | Buy |
10,146
+1,000
| +11% | +$37.7K | 0.01% | 164 |
|
|
2013
Q3 | $303K | Hold |
9,146
| – | – | 0.01% | 166 |
|
|
2013
Q2 | $253K | Buy |
+9,146
| New | +$253K | 0.01% | 187 |
|