CWS
Confluence Wealth Services’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,136
| Closed | -$206K | – | 337 |
|
|
2024
Q3 | $206K | Sell |
4,136
-202
| -5% | -$10.1K | 0.02% | 334 |
|
|
2024
Q2 | $211K | Sell |
4,338
-55
| -1% | -$2.67K | 0.02% | 351 |
|
|
2024
Q1 | $207K | Buy |
+4,393
| New | +$207K | 0.02% | 326 |
|
|
2022
Q1 | – | Sell |
-2,969
| Closed | -$123K | – | 536 |
|
|
2021
Q4 | $123K | Buy |
+2,969
| New | +$123K | 0.04% | 295 |
|