Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $10K | Sell |
938
-196
| -17% | -$2.09K | ﹤0.01% | 434 |
|
|
2020
Q1 | $7K | Buy |
1,134
+339
| +43% | +$2.09K | ﹤0.01% | 439 |
|
|
2019
Q4 | $10K | Sell |
795
-849
| -52% | -$10.7K | ﹤0.01% | 444 |
|
|
2019
Q3 | $15K | Buy |
1,644
+243
| +17% | +$2.22K | ﹤0.01% | 394 |
|
|
2019
Q2 | $16K | Buy |
1,401
+23
| +2% | +$263 | ﹤0.01% | 370 |
|
|
2019
Q1 | $18K | Sell |
1,378
-8
| -0.6% | -$104 | 0.01% | 370 |
|
|
2018
Q4 | $14K | Buy |
1,386
+61
| +5% | +$616 | ﹤0.01% | 344 |
|
|
2018
Q3 | $18K | Buy |
1,325
+322
| +32% | +$4.37K | 0.01% | 339 |
|
|
2018
Q2 | $17K | Buy |
1,003
+55
| +6% | +$932 | 0.01% | 312 |
|
|
2018
Q1 | $16K | Hold |
948
| – | – | 0.01% | 317 |
|
|
2017
Q4 | $18K | Hold |
948
| – | – | 0.01% | 324 |
|
|
2017
Q3 | $13K | Sell |
948
-97
| -9% | -$1.33K | ﹤0.01% | 357 |
|
|
2017
Q2 | $13K | Sell |
1,045
-585
| -36% | -$7.28K | 0.01% | 346 |
|
|
2017
Q1 | $22K | Sell |
1,630
-2,205
| -57% | -$29.8K | 0.02% | 134 |
|
|
2016
Q4 | $51K | Buy |
3,835
+174
| +5% | +$2.31K | 0.04% | 107 |
|
|
2016
Q3 | $40K | Sell |
3,661
-544
| -13% | -$5.94K | 0.03% | 113 |
|
|
2016
Q2 | $47K | Sell |
4,205
-39
| -0.9% | -$436 | 0.03% | 108 |
|
|
2016
Q1 | $44K | Sell |
4,244
-373
| -8% | -$3.87K | 0.03% | 115 |
|
|
2015
Q4 | $31K | Sell |
4,617
-2,381
| -34% | -$16K | 0.02% | 128 |
|
|
2015
Q3 | $68K | Buy |
6,998
+4,040
| +137% | +$39.3K | 0.06% | 67 |
|
|
2015
Q2 | $55K | Sell |
2,958
-83
| -3% | -$1.54K | 0.04% | 78 |
|
|
2015
Q1 | $58K | Sell |
3,041
-205
| -6% | -$3.91K | 0.04% | 80 |
|
|
2014
Q4 | $75K | Buy |
+3,246
| New | +$75K | 0.05% | 70 |
|
|
2014
Q3 | – | Sell |
-3,620
| Closed | -$132K | – | 159 |
|
|
2014
Q2 | $132K | Sell |
3,620
-395
| -10% | -$14.4K | 0.09% | 57 |
|
|
2014
Q1 | $133K | Sell |
4,015
-466
| -10% | -$15.4K | 0.07% | 66 |
|
|
2013
Q4 | $169K | Buy |
+4,481
| New | +$169K | 0.11% | 55 |
|