WP
WMS Partners’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,000
| Closed | -$88K | – | 200 |
|
|
2015
Q4 | $88K | Hold |
13,000
| – | – | 0.01% | 197 |
|
|
2015
Q3 | $126K | Buy |
+13,000
| New | +$126K | 0.02% | 197 |
|
|
2015
Q1 | – | Sell |
-11,000
| Closed | -$257K | – | 283 |
|
|
2014
Q4 | $257K | Buy |
11,000
+1,100
| +11% | +$25.7K | 0.04% | 181 |
|
|
2014
Q3 | $323K | Sell |
9,900
-500
| -5% | -$16.3K | 0.05% | 179 |
|
|
2014
Q2 | $380K | Sell |
10,400
-1,000
| -9% | -$36.5K | 0.06% | 166 |
|
|
2014
Q1 | $377K | Buy |
11,400
+3,500
| +44% | +$116K | 0.06% | 166 |
|
|
2013
Q4 | $298K | Sell |
7,900
-7,000
| -47% | -$264K | 0.05% | 175 |
|
|
2013
Q3 | $493K | Sell |
14,900
-300
| -2% | -$9.93K | 0.09% | 105 |
|
|
2013
Q2 | $419K | Buy |
+15,200
| New | +$419K | 0.08% | 126 |
|