Wolf Group Capital Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-105,760
| Closed | -$1.03M | – | 110 |
|
|
2015
Q3 | $1.03M | Buy |
105,760
+29,370
| +38% | +$285K | 0.82% | 49 |
|
|
2015
Q2 | $1.42M | Buy |
76,390
+11,340
| +17% | +$211K | 0.95% | 44 |
|
|
2015
Q1 | $1.23M | Buy |
65,050
+12,540
| +24% | +$238K | 0.85% | 48 |
|
|
2014
Q4 | $1.23M | Sell |
52,510
-8,755
| -14% | -$205K | 0.89% | 43 |
|
|
2014
Q3 | $2M | Buy |
61,265
+230
| +0.4% | +$7.51K | 1.49% | 26 |
|
|
2014
Q2 | $2.23M | Buy |
61,035
+4,975
| +9% | +$182K | 1.62% | 21 |
|
|
2014
Q1 | $1.85M | Buy |
56,060
+13,310
| +31% | +$440K | 1.43% | 26 |
|
|
2013
Q4 | $1.61M | Buy |
+42,750
| New | +$1.61M | 1.3% | 30 |
|