Gideon Capital Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-134,473
| Closed | -$1.76M | – | 70 |
|
|
2019
Q4 | $1.76M | Sell |
134,473
-35,306
| -21% | -$463K | 0.61% | 65 |
|
|
2019
Q3 | $1.63M | Buy |
169,779
+67,641
| +66% | +$647K | 0.53% | 65 |
|
|
2019
Q2 | $1.19M | Buy |
102,138
+86,645
| +559% | +$1.01M | 0.41% | 88 |
|
|
2019
Q1 | $200K | Sell |
15,493
-2,429
| -14% | -$31.4K | 0.07% | 348 |
|
|
2018
Q4 | $185K | Buy |
17,922
+6,126
| +52% | +$63.2K | 0.08% | 353 |
|
|
2018
Q3 | $164K | Buy |
+11,796
| New | +$164K | 0.08% | 329 |
|
|
2016
Q3 | – | Sell |
-36,847
| Closed | -$410K | – | 217 |
|
|
2016
Q2 | $410K | Buy |
+36,847
| New | +$410K | 0.24% | 114 |
|
|
2014
Q3 | – | Sell |
-30,173
| Closed | -$1.1M | – | 301 |
|
|
2014
Q2 | $1.1M | Buy |
+30,173
| New | +$1.1M | 0.4% | 83 |
|
|
2014
Q1 | – | Sell |
-14,118
| Closed | -$533K | – | 233 |
|
|
2013
Q4 | $533K | Buy |
+14,118
| New | +$533K | 0.32% | 96 |
|