Bernardo Wealth Planning’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,586
| Closed | -$613K | – | 99 |
|
|
2020
Q4 | $613K | Buy |
23,586
+1,174
| +5% | +$30.5K | 0.24% | 85 |
|
|
2020
Q3 | $350K | Sell |
22,412
-1,000
| -4% | -$15.6K | 0.16% | 105 |
|
|
2020
Q2 | $270K | Sell |
23,412
-1,981
| -8% | -$22.8K | 0.14% | 115 |
|
|
2020
Q1 | $171K | Sell |
25,393
-220
| -0.9% | -$1.48K | 0.12% | 128 |
|
|
2019
Q4 | $336K | Sell |
25,613
-11,681
| -31% | -$153K | 0.2% | 114 |
|
|
2019
Q3 | $356K | Buy |
37,294
+4,439
| +14% | +$42.4K | 0.26% | 107 |
|
|
2019
Q2 | $381K | Buy |
32,855
+5
| +0% | +$58 | 0.3% | 92 |
|
|
2019
Q1 | $423K | Sell |
32,850
-2,500
| -7% | -$32.2K | 0.34% | 80 |
|
|
2018
Q4 | $364K | Buy |
+35,350
| New | +$364K | 0.32% | 84 |
|