CFA
Camarda Financial Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-43,621
| Closed | -$1.62M | – | 88 |
|
|
2021
Q2 | $1.62M | Buy |
43,621
+19,407
| +80% | +$720K | 1% | 23 |
|
|
2021
Q1 | $797K | Buy |
+24,214
| New | +$797K | 0.57% | 57 |
|
|
2019
Q3 | – | Sell |
-129
| Closed | -$1K | – | 187 |
|
|
2019
Q2 | $1K | Sell |
129
-968
| -88% | -$7.5K | ﹤0.01% | 405 |
|
|
2019
Q1 | $14K | Buy |
+1,097
| New | +$14K | 0.03% | 161 |
|
|
2016
Q2 | – | Sell |
-62
| Closed | -$1K | – | 278 |
|
|
2016
Q1 | $1K | Sell |
62
-1
| -2% | -$16 | ﹤0.01% | 247 |
|
|
2015
Q4 | $0 | Buy |
+63
| New | – | ﹤0.01% | 232 |
|
|
2014
Q3 | – | Sell |
-2,114
| Closed | -$77K | – | 226 |
|
|
2014
Q2 | $77K | Buy |
+2,114
| New | +$77K | 0.05% | 106 |
|
|
2013
Q4 | – | Sell |
-627
| Closed | -$21K | – | 187 |
|
|
2013
Q3 | $21K | Buy |
+627
| New | +$21K | 0.03% | 71 |
|