AIA
Affinity Investment Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-42,276
| Closed | -$1.24M | – | 193 |
|
|
2022
Q2 | $1.24M | Buy |
42,276
+760
| +2% | +$22.2K | 0.6% | 47 |
|
|
2022
Q1 | $2.07M | Sell |
41,516
-1,280
| -3% | -$63.7K | 0.85% | 37 |
|
|
2021
Q4 | $1.79M | Hold |
42,796
| – | – | 0.72% | 44 |
|
|
2021
Q3 | $1.39M | Sell |
42,796
-1,110
| -3% | -$36.1K | 0.62% | 51 |
|
|
2021
Q2 | $1.63M | Sell |
43,906
-27,315
| -38% | -$1.01M | 0.74% | 46 |
|
|
2021
Q1 | $2.35M | Buy |
+71,221
| New | +$2.35M | 0.86% | 46 |
|
|
2015
Q1 | – | Sell |
-314,521
| Closed | -$7.35M | – | 120 |
|
|
2014
Q4 | $7.35M | Buy |
314,521
+32,719
| +12% | +$764K | 0.68% | 58 |
|
|
2014
Q3 | $9.2M | Sell |
281,802
-19,496
| -6% | -$637K | 0.93% | 50 |
|
|
2014
Q2 | $11M | Buy |
301,298
+6,165
| +2% | +$225K | 1.25% | 44 |
|
|
2014
Q1 | $9.76M | Sell |
295,133
-1,127
| -0.4% | -$37.3K | 1.15% | 49 |
|
|
2013
Q4 | $11.2M | Buy |
+296,260
| New | +$11.2M | 1.36% | 37 |
|