WFG Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $714K | Sell |
59,449
-15,674
| -21% | -$188K | 0.16% | 151 |
|
|
2017
Q1 | $1M | Buy |
75,123
+11,320
| +18% | +$151K | 0.27% | 87 |
|
|
2016
Q4 | $842K | Sell |
63,803
-493
| -0.8% | -$6.51K | 0.21% | 120 |
|
|
2016
Q3 | $698K | Buy |
64,296
+41,699
| +185% | +$453K | 0.17% | 145 |
|
|
2016
Q2 | $252K | Sell |
22,597
-119
| -0.5% | -$1.33K | 0.07% | 276 |
|
|
2016
Q1 | $235K | Buy |
22,716
+5,444
| +32% | +$56.3K | 0.07% | 268 |
|
|
2015
Q4 | $117K | Sell |
17,272
-5,172
| -23% | -$35K | 0.04% | 429 |
|
|
2015
Q3 | $217K | Sell |
22,444
-1,665
| -7% | -$16.1K | 0.07% | 275 |
|
|
2015
Q2 | $449K | Buy |
24,109
+8,183
| +51% | +$152K | 0.12% | 183 |
|
|
2015
Q1 | $302K | Sell |
15,926
-5,716
| -26% | -$108K | 0.08% | 252 |
|
|
2014
Q4 | $506K | Sell |
21,642
-11,530
| -35% | -$270K | 0.1% | 218 |
|
|
2014
Q3 | $1.08M | Sell |
33,172
-1,050
| -3% | -$34.3K | 0.21% | 113 |
|
|
2014
Q2 | $1.25M | Sell |
34,222
-5,772
| -14% | -$211K | 0.23% | 99 |
|
|
2014
Q1 | $1.32M | Sell |
39,994
-3,408
| -8% | -$113K | 0.27% | 76 |
|
|
2013
Q4 | $1.64M | Buy |
43,402
+20,671
| +91% | +$780K | 0.23% | 102 |
|
|
2013
Q3 | $752K | Buy |
22,731
+3,444
| +18% | +$114K | 0.12% | 202 |
|
|
2013
Q2 | $533K | Buy |
+19,287
| New | +$533K | 0.09% | 251 |
|