Reilly Financial Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $24K | Sell |
579
-322
| -36% | -$13.3K | ﹤0.01% | 535 |
|
|
2021
Q3 | $29K | Buy |
901
+350
| +64% | +$11.3K | ﹤0.01% | 461 |
|
|
2021
Q2 | $20K | Buy |
551
+1
| +0.2% | +$36 | ﹤0.01% | 548 |
|
|
2021
Q1 | $18K | Buy |
550
+310
| +129% | +$10.1K | ﹤0.01% | 557 |
|
|
2020
Q4 | $6K | Hold |
240
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $4K | Hold |
240
| – | – | ﹤0.01% | 688 |
|
|
2020
Q2 | $3K | Hold |
240
| – | – | ﹤0.01% | 762 |
|
|
2020
Q1 | $2K | Hold |
240
| – | – | ﹤0.01% | 786 |
|
|
2019
Q4 | $3K | Hold |
240
| – | – | ﹤0.01% | 776 |
|
|
2019
Q3 | $2K | Hold |
240
| – | – | ﹤0.01% | 822 |
|
|
2019
Q2 | $3K | Hold |
240
| – | – | ﹤0.01% | 832 |
|
|
2019
Q1 | $3K | Hold |
240
| – | – | ﹤0.01% | 853 |
|
|
2018
Q4 | $2K | Sell |
240
-4,100
| -94% | -$34.2K | ﹤0.01% | 851 |
|
|
2018
Q3 | $60K | Buy |
4,340
+4,100
| +1,708% | +$56.7K | 0.01% | 331 |
|
|
2018
Q2 | $4K | Hold |
240
| – | – | ﹤0.01% | 839 |
|
|
2018
Q1 | $4K | Sell |
240
-2,000
| -89% | -$33.3K | ﹤0.01% | 803 |
|
|
2017
Q4 | $42K | Sell |
2,240
-200
| -8% | -$3.75K | 0.01% | 352 |
|
|
2017
Q3 | $34K | Sell |
2,440
-500
| -17% | -$6.97K | 0.01% | 366 |
|
|
2017
Q2 | $35K | Buy |
2,940
+400
| +16% | +$4.76K | 0.01% | 367 |
|
|
2017
Q1 | $34K | Hold |
2,540
| – | – | 0.01% | 361 |
|
|
2016
Q4 | $34K | Hold |
2,540
| – | – | 0.01% | 341 |
|
|
2016
Q3 | $28K | Hold |
2,540
| – | – | 0.01% | 346 |
|
|
2016
Q2 | $28K | Hold |
2,540
| – | – | 0.01% | 332 |
|
|
2016
Q1 | $26K | Buy |
2,540
+2,000
| +370% | +$20.5K | ﹤0.01% | 390 |
|
|
2015
Q4 | $4K | Hold |
540
| – | – | ﹤0.01% | 737 |
|
|
2015
Q3 | $5K | Sell |
540
-208
| -28% | -$1.93K | ﹤0.01% | 955 |
|
|
2015
Q2 | $14K | Buy |
748
+8
| +1% | +$150 | ﹤0.01% | 770 |
|
|
2015
Q1 | $14K | Buy |
+740
| New | +$14K | ﹤0.01% | 756 |
|