Wheatland Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,458
| Closed | -$158K | – | 93 |
|
|
2019
Q3 | $158K | Sell |
16,458
-4,500
| -21% | -$43.2K | 0.14% | 96 |
|
|
2019
Q2 | $243K | Sell |
20,958
-49
| -0.2% | -$568 | 0.18% | 93 |
|
|
2019
Q1 | $271K | Sell |
21,007
-500
| -2% | -$6.45K | 0.21% | 89 |
|
|
2018
Q4 | $222K | Sell |
21,507
-1,199
| -5% | -$12.4K | 0.19% | 87 |
|
|
2018
Q3 | $316K | Buy |
22,706
+500
| +2% | +$6.96K | 0.24% | 85 |
|
|
2018
Q2 | $383K | Hold |
22,206
| – | – | 0.31% | 78 |
|
|
2018
Q1 | $390K | Hold |
22,206
| – | – | 0.32% | 77 |
|
|
2017
Q4 | $421K | Sell |
22,206
-2,300
| -9% | -$43.6K | 0.34% | 76 |
|
|
2017
Q3 | $344K | Sell |
24,506
-400
| -2% | -$5.62K | 0.29% | 80 |
|
|
2017
Q2 | $299K | Sell |
24,906
-1,000
| -4% | -$12K | 0.27% | 82 |
|
|
2017
Q1 | $346K | Sell |
25,906
-3,150
| -11% | -$42.1K | 0.31% | 76 |
|
|
2016
Q4 | $383K | Sell |
29,056
-7,000
| -19% | -$92.3K | 0.34% | 70 |
|
|
2016
Q3 | $392K | Sell |
36,056
-500
| -1% | -$5.44K | 0.37% | 68 |
|
|
2016
Q2 | $407K | Sell |
36,556
-500
| -1% | -$5.57K | 0.39% | 66 |
|
|
2016
Q1 | $383K | Sell |
37,056
-600
| -2% | -$6.2K | 0.39% | 68 |
|
|
2015
Q4 | $255K | Sell |
37,656
-7,699
| -17% | -$52.1K | 0.26% | 77 |
|
|
2015
Q3 | $439K | Sell |
45,355
-1,400
| -3% | -$13.6K | 0.48% | 63 |
|
|
2015
Q2 | $871K | Sell |
46,755
-150
| -0.3% | -$2.79K | 0.84% | 43 |
|
|
2015
Q1 | $889K | Sell |
46,905
-698
| -1% | -$13.2K | 0.89% | 39 |
|
|
2014
Q4 | $1.11M | Sell |
47,603
-7,854
| -14% | -$183K | 1.08% | 37 |
|
|
2014
Q3 | $1.81M | Sell |
55,457
-1,097
| -2% | -$35.8K | 1.81% | 22 |
|
|
2014
Q2 | $989K | Buy |
56,554
+804
| +1% | +$14.1K | 0.9% | 49 |
|
|
2014
Q1 | $1.84M | Buy |
55,750
+2,800
| +5% | +$92.6K | 1.88% | 20 |
|
|
2013
Q4 | $2M | Buy |
+52,950
| New | +$2M | 2.09% | 13 |
|