Baystate Wealth Management’s Freeport-McMoran FCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$102K	Buy	2,399 +514	+27%	+$19K	0.01%	272
2023 Q3	$70.3K	Buy	1,885 +6	+0.3%	+$242	0.01%	290
2023 Q2	$75.2K	Buy	1,879 +8	+0.4%	+$305	0.01%	286
2023 Q1	$76.6K	Buy	1,871 +11	+0.6%	+$458	0.01%	282
2022 Q4	$71K	Buy	1,860 +9	+0.5%	+$315	0.01%	289
2022 Q3	$51K	Buy	1,851 +9	+0.5%	+$263	0.01%	303
2022 Q2	$54K	Buy	1,842 +7	+0.4%	+$280	0.01%	314
2022 Q1	$91K	Buy	1,835 +121	+7%	+$5.36K	0.01%	255
2021 Q4	$72K	Buy	1,714 +1,214	+243%	+$46.1K	0.01%	277
2021 Q3	$16K	Hold	500	–	–	﹤0.01%	468
2021 Q2	$19K	Buy	+500	New	+$19.5K	﹤0.01%	417
2019 Q3	–	Sell	-1,012	Closed	-$12K	–	596
2019 Q2	$12K	Sell	1,012 -20	-2%	-$233	﹤0.01%	344
2019 Q1	$14K	Buy	1,032 +25	+2%	+$302	﹤0.01%	343
2018 Q4	$13K	Buy	1,007 +4	+0.4%	+$47	﹤0.01%	347
2018 Q3	$13K	Buy	1,003 +3	+0.3%	+$45	﹤0.01%	341
2018 Q2	$17K	Hold	1,000	–	–	﹤0.01%	308
2018 Q1	$19K	Sell	1,000 -510	-34%	-$9.57K	﹤0.01%	288
2017 Q4	$30K	Buy	1,510 +510	+51%	+$7.69K	﹤0.01%	250
2017 Q3	$14K	Sell	1,000 -50	-5%	-$702	﹤0.01%	316
2017 Q2	$14K	Hold	1,050	–	–	﹤0.01%	306
2017 Q1	$14K	Sell	1,050 -271	-21%	-$3.89K	﹤0.01%	303
2016 Q4	$20K	Buy	+1,321	New	+$16.9K	﹤0.01%	227