Integrated Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,322
| Closed | -$80K | – | 490 |
|
|
2016
Q3 | $80K | Hold |
7,322
| – | – | 0.03% | 341 |
|
|
2016
Q2 | $82K | Hold |
7,322
| – | – | 0.03% | 333 |
|
|
2016
Q1 | $76K | Buy |
7,322
+5,000
| +215% | +$51.9K | 0.03% | 323 |
|
|
2015
Q4 | $16K | Sell |
2,322
-1,272
| -35% | -$8.77K | 0.01% | 633 |
|
|
2015
Q3 | $35K | Buy |
3,594
+1,275
| +55% | +$12.4K | 0.02% | 446 |
|
|
2015
Q2 | $43K | Sell |
2,319
-865
| -27% | -$16K | 0.02% | 430 |
|
|
2015
Q1 | $60K | Buy |
+3,184
| New | +$60K | 0.03% | 356 |
|