CWP
Concord Wealth Partners’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-69
| Closed | -$3.44K | – | 947 |
|
|
2024
Q3 | $3.44K | Buy |
69
+59
| +590% | +$2.95K | ﹤0.01% | 686 |
|
|
2024
Q2 | $486 | Buy |
+10
| New | +$486 | ﹤0.01% | 761 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$2K | – | 1052 |
|
|
2023
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 865 |
|
|
2023
Q1 | $2.05K | Sell |
50
-57
| -53% | -$2.33K | ﹤0.01% | 805 |
|
|
2022
Q4 | $4.07K | Buy |
+107
| New | +$4.07K | ﹤0.01% | 812 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 484 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q1 | $2K | Sell |
50
-302
| -86% | -$12.1K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $15K | Buy |
+352
| New | +$15K | ﹤0.01% | 696 |
|