LWM
LBA Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,995
| Closed | -$205K | – | 351 |
|
|
2015
Q2 | $205K | Buy |
10,995
+175
| +2% | +$3.26K | 0.13% | 99 |
|
|
2015
Q1 | $205K | Buy |
10,820
+2,920
| +37% | +$55.3K | 0.13% | 99 |
|
|
2014
Q4 | $185K | Buy |
7,900
+1,525
| +24% | +$35.7K | 0.12% | 102 |
|
|
2014
Q3 | $208K | Sell |
6,375
-225
| -3% | -$7.34K | 0.14% | 77 |
|
|
2014
Q2 | $241K | Sell |
6,600
-125
| -2% | -$4.56K | 0.2% | 70 |
|
|
2014
Q1 | $222K | Sell |
6,725
-25
| -0.4% | -$825 | 0.18% | 76 |
|
|
2013
Q4 | $255K | Buy |
+6,750
| New | +$255K | 0.21% | 66 |
|