Capital Planning Advisors’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-54,599
Closed -$2.72M 149
2022
Q1
$2.72M Buy
54,599
+3,513
+7% +$175K 0.58% 45
2021
Q4
$2.13M Buy
51,086
+7,793
+18% +$325K 0.41% 63
2021
Q3
$1.41M Sell
43,293
-10,317
-19% -$336K 0.29% 74
2021
Q2
$1.99M Buy
+53,610
New +$1.99M 0.41% 65