WDA
Wendell David Associates’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-29,715
| Closed | -$565K | – | 149 |
|
|
2015
Q2 | $565K | Sell |
29,715
-1,500
| -5% | -$28.5K | 0.11% | 113 |
|
|
2015
Q1 | $593K | Hold |
31,215
| – | – | 0.11% | 114 |
|
|
2014
Q4 | $718K | Buy |
31,215
+3,000
| +11% | +$69K | 0.14% | 107 |
|
|
2014
Q3 | $931K | Hold |
28,215
| – | – | 0.19% | 92 |
|
|
2014
Q2 | $1.04M | Sell |
28,215
-2,000
| -7% | -$74K | 0.22% | 88 |
|
|
2014
Q1 | $997K | Hold |
30,215
| – | – | 0.22% | 91 |
|
|
2013
Q4 | $1.15M | Buy |
30,215
+3,000
| +11% | +$114K | 0.25% | 79 |
|
|
2013
Q3 | $898K | Sell |
27,215
-486
| -2% | -$16K | 0.22% | 90 |
|
|
2013
Q2 | $776K | Buy |
+27,701
| New | +$776K | 0.19% | 90 |
|