Patten Group’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$103K | – | 310 |
|
|
2018
Q4 | $103K | Hold |
10,000
| – | – | 0.05% | 215 |
|
|
2018
Q3 | $139K | Sell |
10,000
-1,000
| -9% | -$13.9K | 0.05% | 222 |
|
|
2018
Q2 | $190K | Hold |
11,000
| – | – | 0.08% | 194 |
|
|
2018
Q1 | $193K | Hold |
11,000
| – | – | 0.08% | 189 |
|
|
2017
Q4 | $209K | Buy |
11,000
+1,000
| +10% | +$19K | 0.08% | 189 |
|
|
2017
Q3 | $140K | Sell |
10,000
-1,150
| -10% | -$16.1K | 0.06% | 226 |
|
|
2017
Q2 | $161K | Buy |
11,150
+2,700
| +32% | +$39K | 0.07% | 215 |
|
|
2017
Q1 | $113K | Sell |
8,450
-300
| -3% | -$4.01K | 0.05% | 228 |
|
|
2016
Q4 | $143K | Sell |
8,750
-2,500
| -22% | -$40.9K | 0.06% | 207 |
|
|
2016
Q3 | $110K | Sell |
11,250
-450
| -4% | -$4.4K | 0.05% | 229 |
|
|
2016
Q2 | $130K | Sell |
11,700
-2,850
| -20% | -$31.7K | 0.06% | 212 |
|
|
2016
Q1 | $150K | Buy |
14,550
+2,350
| +19% | +$24.3K | 0.07% | 191 |
|
|
2015
Q4 | $82.6K | Sell |
12,200
-5,350
| -30% | -$36.2K | 0.04% | 250 |
|
|
2015
Q3 | $159K | Sell |
17,550
-1,413
| -7% | -$12.8K | 0.08% | 180 |
|
|
2015
Q2 | $353K | Sell |
18,963
-3,105
| -14% | -$57.8K | 0.17% | 127 |
|
|
2015
Q1 | $418K | Sell |
22,068
-10,075
| -31% | -$191K | 0.21% | 111 |
|
|
2014
Q4 | $750K | Buy |
+32,143
| New | +$750K | 0.36% | 77 |
|