Lipe & Dalton’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$170K | – | 108 |
|
|
2023
Q4 | $170K | Buy |
+4,000
| New | +$170K | 0.09% | 80 |
|
|
2015
Q3 | – | Sell |
-148,170
| Closed | -$2.76M | – | 66 |
|
|
2015
Q2 | $2.76M | Sell |
148,170
-4,695
| -3% | -$87.4K | 1.98% | 26 |
|
|
2015
Q1 | $2.9M | Sell |
152,865
-130
| -0.1% | -$2.46K | 2% | 28 |
|
|
2014
Q4 | $3.57M | Sell |
152,995
-2,855
| -2% | -$66.7K | 2.39% | 24 |
|
|
2014
Q3 | $5.09M | Buy |
155,850
+365
| +0.2% | +$11.9K | 3.33% | 11 |
|
|
2014
Q2 | $5.68M | Buy |
155,485
+3,690
| +2% | +$135K | 3.57% | 7 |
|
|
2014
Q1 | $5.14M | Buy |
151,795
+5,569
| +4% | +$188K | 3.44% | 8 |
|
|
2013
Q4 | $5.52M | Buy |
146,226
+5,386
| +4% | +$203K | 3.77% | 5 |
|
|
2013
Q3 | $4.66M | Buy |
140,840
+39,235
| +39% | +$1.3M | 3.42% | 11 |
|
|
2013
Q2 | $2.81M | Buy |
+101,605
| New | +$2.81M | 2.33% | 24 |
|