Heritage Wealth Management (Arizona)’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $50.7K | Buy |
1,334
+743
| +126% | +$28.2K | 0.01% | 498 |
|
|
2022
Q3 | $16K | Buy |
591
+64
| +12% | +$1.73K | 0.01% | 576 |
|
|
2022
Q2 | $15.4K | Hold |
527
| – | – | 0.01% | 585 |
|
|
2022
Q1 | $26K | Buy |
+527
| New | +$26K | 0.01% | 556 |
|
|
2021
Q3 | $17K | Hold |
527
| – | – | 0.01% | 579 |
|
|
2021
Q2 | $20K | Hold |
527
| – | – | 0.01% | 560 |
|
|
2021
Q1 | $17K | Buy |
+527
| New | +$17K | 0.01% | 507 |
|