Wealthspire Advisors (Maryland)’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,199
| Closed | -$93K | – | 992 |
|
|
2019
Q1 | $93K | Buy |
7,199
+690
| +11% | +$8.91K | 0.01% | 664 |
|
|
2018
Q4 | $67K | Sell |
6,509
-1,204
| -16% | -$12.4K | 0.01% | 738 |
|
|
2018
Q3 | $107K | Buy |
7,713
+384
| +5% | +$5.33K | 0.01% | 657 |
|
|
2018
Q2 | $126K | Buy |
7,329
+335
| +5% | +$5.76K | 0.01% | 609 |
|
|
2018
Q1 | $123K | Sell |
6,994
-1,807
| -21% | -$31.8K | 0.01% | 632 |
|
|
2017
Q4 | $167K | Buy |
8,801
+1,024
| +13% | +$19.4K | 0.02% | 549 |
|
|
2017
Q3 | $109K | Buy |
7,777
+1,357
| +21% | +$19K | 0.01% | 671 |
|
|
2017
Q2 | $77K | Buy |
6,420
+1,766
| +38% | +$21.2K | 0.01% | 795 |
|
|
2017
Q1 | $62K | Buy |
4,654
+763
| +20% | +$10.2K | 0.01% | 747 |
|
|
2016
Q4 | $51K | Sell |
3,891
-95
| -2% | -$1.25K | 0.01% | 760 |
|
|
2016
Q3 | $43K | Buy |
3,986
+198
| +5% | +$2.14K | 0.01% | 820 |
|
|
2016
Q2 | $42K | Buy |
3,788
+677
| +22% | +$7.51K | 0.01% | 783 |
|
|
2016
Q1 | $32K | Sell |
3,111
-543
| -15% | -$5.59K | 0.01% | 811 |
|
|
2015
Q4 | $25K | Buy |
+3,654
| New | +$25K | ﹤0.01% | 904 |
|