Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-26,278
| Closed | -$769K | – | 151 |
|
|
2022
Q2 | $769K | Sell |
26,278
-63,358
| -71% | -$1.85M | 0.12% | 101 |
|
|
2022
Q1 | $4.46M | Sell |
89,636
-7,825
| -8% | -$389K | 0.6% | 52 |
|
|
2021
Q4 | $4.07M | Buy |
97,461
+295
| +0.3% | +$12.3K | 0.52% | 56 |
|
|
2021
Q3 | $3.16M | Buy |
97,166
+667
| +0.7% | +$21.7K | 0.42% | 63 |
|
|
2021
Q2 | $3.58M | Buy |
96,499
+3,320
| +4% | +$123K | 0.48% | 59 |
|
|
2021
Q1 | $3.07M | Buy |
+93,179
| New | +$3.07M | 0.43% | 61 |
|