WEC
Winslow Evans & Crocker’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $90K | Buy |
3,449
+3,395
| +6,287% | +$88.6K | 0.02% | 461 |
|
|
2020
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 1053 |
|
|
2020
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q3 | $2K | Sell |
54
-1,330
| -96% | -$49.3K | ﹤0.01% | 1072 |
|
|
2019
Q2 | $18K | Hold |
1,384
| – | – | 0.01% | 685 |
|
|
2019
Q1 | $18K | Hold |
1,384
| – | – | 0.01% | 686 |
|
|
2018
Q4 | $16K | Hold |
1,384
| – | – | 0.01% | 661 |
|
|
2018
Q3 | $20K | Sell |
1,384
-126
| -8% | -$1.82K | 0.01% | 655 |
|
|
2018
Q2 | $28K | Hold |
1,510
| – | – | 0.01% | 612 |
|
|
2018
Q1 | $26.5K | Buy |
1,510
+56
| +4% | +$983 | 0.01% | 598 |
|
|
2017
Q4 | $27.6K | Hold |
1,454
| – | – | 0.01% | 601 |
|
|
2017
Q3 | $20.4K | Buy |
1,454
+500
| +52% | +$7.02K | 0.01% | 656 |
|
|
2017
Q2 | $11.5K | Sell |
954
-550
| -37% | -$6.61K | ﹤0.01% | 886 |
|
|
2017
Q1 | $20.1K | Hold |
1,504
| – | – | 0.01% | 734 |
|
|
2016
Q4 | $19.8K | Hold |
1,504
| – | – | 0.01% | 725 |
|
|
2016
Q3 | $16.3K | Hold |
1,504
| – | – | ﹤0.01% | 784 |
|
|
2016
Q2 | $16.8K | Sell |
1,504
-100
| -6% | -$1.11K | 0.01% | 746 |
|
|
2016
Q1 | $16.6K | Sell |
1,604
-330
| -17% | -$3.41K | 0.01% | 750 |
|
|
2015
Q4 | $13.1K | Buy |
1,934
+750
| +63% | +$5.08K | ﹤0.01% | 846 |
|
|
2015
Q3 | $11.5K | Sell |
1,184
-100
| -8% | -$969 | ﹤0.01% | 861 |
|
|
2015
Q2 | $23.9K | Sell |
1,284
-300
| -19% | -$5.59K | 0.01% | 722 |
|
|
2015
Q1 | $30K | Sell |
1,584
-1,542
| -49% | -$29.2K | 0.01% | 648 |
|
|
2014
Q4 | $73K | Sell |
3,126
-9,900
| -76% | -$231K | 0.02% | 467 |
|
|
2014
Q3 | $425K | Hold |
13,026
| – | – | 0.12% | 193 |
|
|
2014
Q2 | $475K | Buy |
13,026
+1,000
| +8% | +$36.5K | 0.16% | 161 |
|
|
2014
Q1 | $398K | Sell |
12,026
-3,280
| -21% | -$108K | 0.14% | 169 |
|
|
2013
Q4 | $578K | Buy |
+15,306
| New | +$578K | 0.2% | 129 |
|