BWP
Baldwin Wealth Partners’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,810
| Closed | -$240K | – | 511 |
|
|
2024
Q3 | $240K | Buy |
4,810
+808
| +20% | +$40.3K | 0.02% | 302 |
|
|
2024
Q2 | $194K | Sell |
4,002
-1,141
| -22% | -$55.5K | 0.02% | 200 |
|
|
2024
Q1 | $242K | Sell |
5,143
-1,380
| -21% | -$64.9K | 0.02% | 196 |
|
|
2023
Q4 | $278K | Sell |
6,523
-59,736
| -90% | -$2.54M | 0.02% | 186 |
|
|
2023
Q3 | $2.47M | Buy |
66,259
+98
| +0.1% | +$3.65K | 0.21% | 79 |
|
|
2023
Q2 | $2.65M | Sell |
66,161
-908
| -1% | -$36.3K | 0.22% | 82 |
|
|
2023
Q1 | $2.74M | Buy |
67,069
+953
| +1% | +$39K | 0.24% | 83 |
|
|
2022
Q4 | $2.51M | Buy |
+66,116
| New | +$2.51M | 0.23% | 86 |
|
|
2022
Q3 | – | Sell |
-57
| Closed | -$2K | – | 678 |
|
|
2022
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 628 |
|
|
2021
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 626 |
|