MWAC
Mariner Wealth Advisors (Cincinnati)’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,000
| Closed | -$173K | – | 291 |
|
|
2018
Q2 | $173K | Buy |
+10,000
| New | +$173K | 0.01% | 292 |
|
|
2017
Q4 | – | Sell |
-28,000
| Closed | -$393K | – | 280 |
|
|
2017
Q3 | $393K | Buy |
+28,000
| New | +$393K | 0.03% | 191 |
|
|
2016
Q4 | – | Sell |
-10,500
| Closed | -$114K | – | 243 |
|
|
2016
Q3 | $114K | Buy |
+10,500
| New | +$114K | 0.01% | 247 |
|