Alan B. Lancz & Associates’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,950
| Closed | -$247K | – | 132 |
|
2024
Q3 | $247K | Buy |
+4,950
| New | +$247K | 0.23% | 114 |
|
2023
Q2 | – | Sell |
-4,062
| Closed | -$166K | – | 148 |
|
2023
Q1 | $166K | Buy |
4,062
+112
| +3% | +$4.58K | 0.17% | 141 |
|
2022
Q4 | $178K | Buy |
+3,950
| New | +$178K | 0.18% | 143 |
|
2022
Q3 | – | Sell |
-3,950
| Closed | -$125K | – | 168 |
|
2022
Q2 | $125K | Buy |
+3,950
| New | +$125K | 0.12% | 182 |
|