Fernwood Investment Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-860
| Closed | -$40.4K | – | 366 |
|
|
2024
Q1 | $40.4K | Buy |
+860
| New | +$40.4K | 0.01% | 364 |
|
|
2016
Q3 | – | Sell |
-11,020
| Closed | -$123K | – | 128 |
|
|
2016
Q2 | $123K | Sell |
11,020
-5,635
| -34% | -$62.9K | 0.12% | 112 |
|
|
2016
Q1 | $172K | Sell |
16,655
-1,100
| -6% | -$11.4K | 0.17% | 109 |
|
|
2015
Q4 | $120K | Sell |
17,755
-17,600
| -50% | -$119K | 0.1% | 118 |
|
|
2015
Q3 | $343K | Sell |
35,355
-700
| -2% | -$6.79K | 0.3% | 75 |
|
|
2015
Q2 | $671K | Buy |
36,055
+7,450
| +26% | +$139K | 0.53% | 54 |
|
|
2015
Q1 | $542K | Sell |
28,605
-400
| -1% | -$7.58K | 0.45% | 63 |
|
|
2014
Q4 | $678K | Sell |
29,005
-580
| -2% | -$13.6K | 0.58% | 50 |
|
|
2014
Q3 | $966K | Sell |
29,585
-200
| -0.7% | -$6.53K | 0.83% | 39 |
|
|
2014
Q2 | $1.09M | Buy |
29,785
+635
| +2% | +$23.2K | 0.9% | 37 |
|
|
2014
Q1 | $964K | Sell |
29,150
-6,635
| -19% | -$219K | 0.89% | 39 |
|
|
2013
Q4 | $1.35M | Buy |
+35,785
| New | +$1.35M | 0.9% | 37 |
|