Engrave Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-172,330
Closed -$6.4M 73
2021
Q2
$6.4M Sell
172,330
-9,874
-5% -$366K 1.93% 23
2021
Q1
$6M Buy
182,204
+63,182
+53% +$2.08M 2.42% 16
2020
Q4
$3.64M Buy
119,022
+19,702
+20% +$602K 2.98% 11
2020
Q3
$1.56M Buy
+99,320
New +$1.56M 1.51% 19