SIM
Sonora Investment Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $91K | Sell |
2,787
-11,083
| -80% | -$362K | 0.01% | 318 |
|
|
2021
Q2 | $515K | Buy |
13,870
+994
| +8% | +$36.9K | 0.07% | 124 |
|
|
2021
Q1 | $424K | Sell |
12,876
-1,975
| -13% | -$65K | 0.03% | 227 |
|
|
2020
Q4 | $386K | Buy |
14,851
+700
| +5% | +$18.2K | 0.03% | 230 |
|
|
2020
Q3 | $221K | Buy |
14,151
+8,957
| +172% | +$140K | 0.02% | 260 |
|
|
2020
Q2 | $60K | Buy |
5,194
+284
| +6% | +$3.28K | 0.01% | 448 |
|
|
2020
Q1 | $33K | Buy |
4,910
+2,126
| +76% | +$14.3K | ﹤0.01% | 591 |
|
|
2019
Q4 | $37K | Hold |
2,784
| – | – | ﹤0.01% | 638 |
|
|
2019
Q3 | $27K | Hold |
2,784
| – | – | ﹤0.01% | 707 |
|
|
2019
Q2 | $32K | Hold |
2,784
| – | – | ﹤0.01% | 661 |
|
|
2019
Q1 | $36K | Buy |
2,784
+1,792
| +181% | +$23.2K | ﹤0.01% | 590 |
|
|
2018
Q4 | $10K | Hold |
992
| – | – | ﹤0.01% | 857 |
|
|
2018
Q3 | $14K | Buy |
992
+115
| +13% | +$1.62K | ﹤0.01% | 763 |
|
|
2018
Q2 | $15K | Sell |
877
-576
| -40% | -$9.85K | ﹤0.01% | 679 |
|
|
2018
Q1 | $25.5K | Buy |
1,453
+1,234
| +563% | +$21.7K | ﹤0.01% | 517 |
|
|
2017
Q4 | $4.15K | Hold |
219
| – | – | ﹤0.01% | 974 |
|
|
2017
Q3 | $3.08K | Buy |
+219
| New | +$3.08K | ﹤0.01% | 934 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$6.68K | – | 993 |
|
|
2017
Q1 | $6.68K | Buy |
+500
| New | +$6.68K | ﹤0.01% | 751 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$3.41K | – | 888 |
|
|
2016
Q1 | $3.41K | Hold |
300
| – | – | ﹤0.01% | 779 |
|
|
2015
Q4 | $2K | Sell |
300
-1,047
| -78% | -$6.98K | ﹤0.01% | 713 |
|
|
2015
Q3 | $13K | Buy |
+1,347
| New | +$13K | ﹤0.01% | 408 |
|