Obermeyer Wealth Partners’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,414
| Closed | -$220K | – | 143 |
|
|
2014
Q4 | $220K | Buy |
9,414
+1,522
| +19% | +$35.6K | 0.02% | 131 |
|
|
2014
Q3 | $258K | Buy |
7,892
+1,017
| +15% | +$33.2K | 0.06% | 52 |
|
|
2014
Q2 | $251K | Buy |
+6,875
| New | +$251K | 0.06% | 51 |
|
|
2013
Q3 | – | Sell |
-4,075
| Closed | -$113K | – | 144 |
|
|
2013
Q2 | $113K | Buy |
+4,075
| New | +$113K | 0.03% | 76 |
|