9258 Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,669
| Closed | -$421K | – | 358 |
|
2024
Q2 | $421K | Buy |
8,669
+728
| +9% | +$35.4K | 0.06% | 218 |
|
2024
Q1 | $373K | Sell |
7,941
-14
| -0.2% | -$658 | 0.06% | 237 |
|
2023
Q4 | $339K | Sell |
7,955
-30
| -0.4% | -$1.28K | 0.06% | 234 |
|
2023
Q3 | $298K | Buy |
7,985
+1,037
| +15% | +$38.7K | 0.06% | 246 |
|
2023
Q2 | $278K | Buy |
6,948
+406
| +6% | +$16.2K | 0.05% | 263 |
|
2023
Q1 | $268K | Sell |
6,542
-37
| -0.6% | -$1.51K | 0.05% | 262 |
|
2022
Q4 | $250K | Buy |
+6,579
| New | +$250K | 0.05% | 273 |
|