Financial Architects (New Jersey)’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,843
| Closed | -$217K | – | 339 |
|
|
2021
Q2 | $217K | Buy |
+5,843
| New | +$217K | 0.03% | 317 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$2K | – | 432 |
|
|
2020
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2020
Q1 | $1K | Sell |
200
-500
| -71% | -$2.5K | ﹤0.01% | 808 |
|
|
2019
Q4 | $9K | Hold |
700
| – | – | ﹤0.01% | 687 |
|
|
2019
Q3 | $7K | Sell |
700
-400
| -36% | -$4K | ﹤0.01% | 770 |
|
|
2019
Q2 | $13K | Sell |
1,100
-6,123
| -85% | -$72.4K | ﹤0.01% | 720 |
|
|
2019
Q1 | $93K | Buy |
7,223
+324
| +5% | +$4.17K | 0.02% | 426 |
|
|
2018
Q4 | $71K | Buy |
6,899
+1,468
| +27% | +$15.1K | 0.01% | 433 |
|
|
2018
Q3 | $76K | Sell |
5,431
-955
| -15% | -$13.4K | 0.01% | 464 |
|
|
2018
Q2 | $110K | Buy |
6,386
+1,763
| +38% | +$30.4K | 0.02% | 390 |
|
|
2018
Q1 | $81K | Sell |
4,623
-7,807
| -63% | -$137K | 0.02% | 450 |
|
|
2017
Q4 | $236K | Sell |
12,430
-4,300
| -26% | -$81.6K | 0.04% | 278 |
|
|
2017
Q3 | $235K | Buy |
16,730
+617
| +4% | +$8.67K | 0.04% | 273 |
|
|
2017
Q2 | $194K | Buy |
16,113
+2,200
| +16% | +$26.5K | 0.03% | 292 |
|
|
2017
Q1 | $186K | Sell |
13,913
-2,950
| -17% | -$39.4K | 0.03% | 291 |
|
|
2016
Q4 | $222K | Sell |
16,863
-5,300
| -24% | -$69.8K | 0.05% | 234 |
|
|
2016
Q3 | $241K | Buy |
22,163
+4,250
| +24% | +$46.2K | 0.06% | 224 |
|
|
2016
Q2 | $200K | Buy |
17,913
+13,413
| +298% | +$150K | 0.06% | 248 |
|
|
2016
Q1 | $47K | Buy |
+4,500
| New | +$47K | 0.02% | 410 |
|
|
2015
Q3 | – | Sell |
-766
| Closed | -$14K | – | 443 |
|
|
2015
Q2 | $14K | Hold |
766
| – | – | 0.01% | 692 |
|
|
2015
Q1 | $15K | Buy |
766
+266
| +53% | +$5.21K | 0.01% | 626 |
|
|
2014
Q4 | $12K | Buy |
+500
| New | +$12K | 0.01% | 617 |
|
|
2014
Q3 | – | Sell |
-1,753
| Closed | -$64K | – | 899 |
|
|
2014
Q2 | $64K | Buy |
+1,753
| New | +$64K | 0.03% | 291 |
|
|
2013
Q4 | – | Sell |
-850
| Closed | -$29K | – | 297 |
|
|
2013
Q3 | $29K | Buy |
850
+350
| +70% | +$11.9K | 0.02% | 323 |
|
|
2013
Q2 | $14K | Buy |
+500
| New | +$14K | 0.01% | 420 |
|