SWM
Segment Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-51,074
| Closed | -$1.67M | – | 164 |
|
|
2014
Q3 | $1.67M | Buy |
51,074
+4,753
| +10% | +$155K | 0.64% | 56 |
|
|
2014
Q2 | $1.69M | Buy |
46,321
+2,703
| +6% | +$98.7K | 0.65% | 53 |
|
|
2014
Q1 | $1.44M | Buy |
43,618
+2,005
| +5% | +$66.3K | 0.67% | 58 |
|
|
2013
Q4 | $1.57M | Buy |
41,613
+4,093
| +11% | +$154K | 0.77% | 45 |
|
|
2013
Q3 | $1.24M | Buy |
37,520
+5,332
| +17% | +$176K | 0.68% | 49 |
|
|
2013
Q2 | $889K | Buy |
+32,188
| New | +$889K | 0.53% | 55 |
|