Lehman Financial Resources’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,600
| Closed | -$25K | – | 150 |
|
|
2015
Q3 | $25K | Sell |
2,600
-1,000
| -28% | -$9.62K | 0.01% | 221 |
|
|
2015
Q2 | $67K | Buy |
3,600
+100
| +3% | +$1.86K | 0.03% | 129 |
|
|
2015
Q1 | $66K | Buy |
3,500
+1,000
| +40% | +$18.9K | 0.03% | 134 |
|
|
2014
Q4 | $58K | Buy |
2,500
+500
| +25% | +$11.6K | 0.03% | 131 |
|
|
2014
Q3 | $65K | Hold |
2,000
| – | – | 0.03% | 116 |
|
|
2014
Q2 | $73K | Hold |
2,000
| – | – | 0.03% | 110 |
|
|
2014
Q1 | $66K | Hold |
2,000
| – | – | 0.03% | 113 |
|
|
2013
Q4 | $75K | Hold |
2,000
| – | – | 0.05% | 93 |
|
|
2013
Q3 | $66K | Hold |
2,000
| – | – | 0.04% | 94 |
|
|
2013
Q2 | $55K | Buy |
+2,000
| New | +$55K | 0.04% | 95 |
|