BWM
BerganKDV Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.88K | Sell |
247
-116
| -32% | -$4.64K | ﹤0.01% | 555 |
|
|
2023
Q1 | $14.9K | Buy |
363
+92
| +34% | +$3.76K | ﹤0.01% | 545 |
|
|
2022
Q4 | $10.3K | Buy |
271
+11
| +4% | +$418 | ﹤0.01% | 571 |
|
|
2022
Q3 | $7K | Buy |
260
+94
| +57% | +$2.53K | ﹤0.01% | 621 |
|
|
2022
Q2 | $5K | Sell |
166
-589
| -78% | -$17.7K | ﹤0.01% | 699 |
|
|
2022
Q1 | $38K | Buy |
755
+98
| +15% | +$4.93K | ﹤0.01% | 424 |
|
|
2021
Q4 | $27K | Buy |
657
+19
| +3% | +$781 | ﹤0.01% | 503 |
|
|
2021
Q3 | $21K | Buy |
638
+576
| +929% | +$19K | ﹤0.01% | 520 |
|
|
2021
Q2 | $2K | Sell |
62
-295
| -83% | -$9.52K | ﹤0.01% | 811 |
|
|
2021
Q1 | $12K | Buy |
357
+300
| +526% | +$10.1K | ﹤0.01% | 558 |
|
|
2020
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 849 |
|
|
2020
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 792 |
|
|
2020
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 848 |
|
|
2020
Q1 | $0 | Sell |
57
-780
| -93% | – | ﹤0.01% | 942 |
|
|
2019
Q4 | $11K | Buy |
+837
| New | +$11K | ﹤0.01% | 516 |
|
|
2019
Q1 | – | Sell |
-503
| Closed | -$5K | – | 735 |
|
|
2018
Q4 | $5K | Buy |
503
+2
| +0.4% | +$20 | ﹤0.01% | 543 |
|
|
2018
Q3 | $7K | Buy |
501
+301
| +151% | +$4.21K | ﹤0.01% | 525 |
|
|
2018
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 583 |
|