Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $102K | Buy |
2,399
+514
| +27% | +$21.9K | 0.01% | 272 |
|
|
2023
Q3 | $70.3K | Buy |
1,885
+6
| +0.3% | +$224 | 0.01% | 290 |
|
|
2023
Q2 | $75.2K | Buy |
1,879
+8
| +0.4% | +$320 | 0.01% | 286 |
|
|
2023
Q1 | $76.6K | Buy |
1,871
+11
| +0.6% | +$450 | 0.01% | 282 |
|
|
2022
Q4 | $71K | Buy |
1,860
+9
| +0.5% | +$344 | 0.01% | 289 |
|
|
2022
Q3 | $51K | Buy |
1,851
+9
| +0.5% | +$248 | 0.01% | 303 |
|
|
2022
Q2 | $54K | Buy |
1,842
+7
| +0.4% | +$205 | 0.01% | 314 |
|
|
2022
Q1 | $91K | Buy |
1,835
+121
| +7% | +$6K | 0.01% | 255 |
|
|
2021
Q4 | $72K | Buy |
1,714
+1,214
| +243% | +$51K | 0.01% | 277 |
|
|
2021
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 417 |
|
|
2019
Q3 | – | Sell |
-1,012
| Closed | -$12K | – | 596 |
|
|
2019
Q2 | $12K | Sell |
1,012
-20
| -2% | -$237 | ﹤0.01% | 344 |
|
|
2019
Q1 | $14K | Buy |
1,032
+25
| +2% | +$339 | ﹤0.01% | 343 |
|
|
2018
Q4 | $13K | Buy |
1,007
+4
| +0.4% | +$52 | ﹤0.01% | 347 |
|
|
2018
Q3 | $13K | Buy |
1,003
+3
| +0.3% | +$39 | ﹤0.01% | 341 |
|
|
2018
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 308 |
|
|
2018
Q1 | $19K | Sell |
1,000
-510
| -34% | -$9.69K | ﹤0.01% | 288 |
|
|
2017
Q4 | $30K | Buy |
1,510
+510
| +51% | +$10.1K | ﹤0.01% | 250 |
|
|
2017
Q3 | $14K | Sell |
1,000
-50
| -5% | -$700 | ﹤0.01% | 316 |
|
|
2017
Q2 | $14K | Hold |
1,050
| – | – | ﹤0.01% | 306 |
|
|
2017
Q1 | $14K | Sell |
1,050
-271
| -21% | -$3.61K | ﹤0.01% | 303 |
|
|
2016
Q4 | $20K | Buy |
+1,321
| New | +$20K | ﹤0.01% | 227 |
|