Security National Trust’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,614
| Closed | -$28K | – | 381 |
|
|
2018
Q2 | $28K | Hold |
1,614
| – | – | 0.01% | 289 |
|
|
2018
Q1 | $28K | Buy |
+1,614
| New | +$28K | 0.01% | 284 |
|
|
2016
Q1 | – | Sell |
-2,201
| Closed | -$15K | – | 469 |
|
|
2015
Q4 | $15K | Hold |
2,201
| – | – | 0.01% | 341 |
|
|
2015
Q3 | $21K | Sell |
2,201
-1,600
| -42% | -$15.3K | 0.01% | 328 |
|
|
2015
Q2 | $71K | Sell |
3,801
-400
| -10% | -$7.47K | 0.03% | 255 |
|
|
2015
Q1 | $79K | Sell |
4,201
-2,950
| -41% | -$55.5K | 0.03% | 252 |
|
|
2014
Q4 | $167K | Buy |
7,151
+462
| +7% | +$10.8K | 0.06% | 184 |
|
|
2014
Q3 | $218K | Buy |
6,689
+189
| +3% | +$6.16K | 0.09% | 168 |
|
|
2014
Q2 | $237K | Sell |
6,500
-1,500
| -19% | -$54.7K | 0.09% | 164 |
|
|
2014
Q1 | $265K | Hold |
8,000
| – | – | 0.11% | 151 |
|
|
2013
Q4 | $302K | Buy |
8,000
+300
| +4% | +$11.3K | 0.13% | 137 |
|
|
2013
Q3 | $255K | Hold |
7,700
| – | – | 0.11% | 141 |
|
|
2013
Q2 | $213K | Buy |
+7,700
| New | +$213K | 0.1% | 148 |
|