Sheets Smith Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-55,500
| Closed | -$1.05M | – | 323 |
|
|
2017
Q4 | $1.05M | Sell |
55,500
-3,000
| -5% | -$56.9K | 0.25% | 114 |
|
|
2017
Q3 | $821K | Hold |
58,500
| – | – | 0.21% | 133 |
|
|
2017
Q2 | $703K | Hold |
58,500
| – | – | 0.19% | 140 |
|
|
2017
Q1 | $782K | Hold |
58,500
| – | – | 0.21% | 137 |
|
|
2016
Q4 | $772K | Buy |
+58,500
| New | +$772K | 0.22% | 135 |
|
|
2014
Q4 | – | Sell |
-17,982
| Closed | -$587K | – | 258 |
|
|
2014
Q3 | $587K | Sell |
17,982
-2,911
| -14% | -$95K | 0.16% | 162 |
|
|
2014
Q2 | $763K | Buy |
20,893
+862
| +4% | +$31.5K | 0.2% | 151 |
|
|
2014
Q1 | $662K | Buy |
20,031
+179
| +0.9% | +$5.92K | 0.19% | 149 |
|
|
2013
Q4 | $749K | Buy |
+19,852
| New | +$749K | 0.21% | 134 |
|