CM Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,219
| Closed | -$268K | – | 108 |
|
|
2024
Q1 | $268K | Buy |
+5,219
| New | +$268K | 0.08% | 145 |
|
|
2023
Q3 | – | Sell |
-5,494
| Closed | -$241K | – | 108 |
|
|
2023
Q2 | $241K | Sell |
5,494
-27,461
| -83% | -$1.2M | 0.08% | 135 |
|
|
2023
Q1 | $1.23M | Buy |
+32,955
| New | +$1.23M | 0.24% | 118 |
|