EWA
Evolution Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-296
| Closed | -$10K | – | 325 |
|
|
2021
Q3 | $10K | Hold |
296
| – | – | ﹤0.01% | 395 |
|
|
2021
Q2 | $11K | Sell |
296
-126,906
| -100% | -$4.72M | ﹤0.01% | 392 |
|
|
2021
Q1 | $4.19M | Sell |
127,202
-643,750
| -84% | -$21.2M | 0.94% | 24 |
|
|
2020
Q4 | $20.1M | Hold |
770,952
| – | – | 4.52% | 6 |
|
|
2020
Q3 | $12.1M | Hold |
770,952
| – | – | 3.3% | 7 |
|
|
2020
Q2 | $8.92M | Buy |
770,952
+296
| +0% | +$3.43K | 2.92% | 11 |
|
|
2020
Q1 | $5.2M | Hold |
770,656
| – | – | 2.1% | 15 |
|
|
2019
Q4 | $10.1M | Hold |
770,656
| – | – | 2.53% | 13 |
|
|
2019
Q3 | $7.38M | Sell |
770,656
-113,777
| -13% | -$1.09M | 3.52% | 8 |
|
|
2019
Q2 | $10.3M | Buy |
+884,433
| New | +$10.3M | 4.44% | 8 |
|