TSWM
Triangle Securities Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-16,624
| Closed | -$161K | – | 122 |
|
|
2015
Q3 | $161K | Sell |
16,624
-3,495
| -17% | -$33.8K | 0.12% | 132 |
|
|
2015
Q2 | $375K | Sell |
20,119
-6,077
| -23% | -$113K | 0.27% | 97 |
|
|
2015
Q1 | $496K | Sell |
26,196
-2,503
| -9% | -$47.4K | 0.34% | 85 |
|
|
2014
Q4 | $670K | Sell |
28,699
-12,030
| -30% | -$281K | 0.48% | 70 |
|
|
2014
Q3 | $1.33M | Hold |
40,729
| – | – | 1.02% | 34 |
|
|
2014
Q2 | $1.49M | Sell |
40,729
-5,574
| -12% | -$204K | 1.14% | 25 |
|
|
2014
Q1 | $1.53M | Buy |
46,303
+5,882
| +15% | +$195K | 1.38% | 21 |
|
|
2013
Q4 | $1.53M | Buy |
40,421
+903
| +2% | +$34.1K | 1.24% | 23 |
|
|
2013
Q3 | $1.31M | Sell |
39,518
-7,170
| -15% | -$237K | 1.14% | 27 |
|
|
2013
Q2 | $1.29M | Buy |
+46,688
| New | +$1.29M | 0.95% | 29 |
|