Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $137K | Sell |
3,666
-61
| -2% | -$2.28K | 0.02% | 334 |
|
|
2023
Q2 | $149K | Sell |
3,727
-1,680
| -31% | -$67.2K | 0.02% | 351 |
|
|
2023
Q1 | $221K | Buy |
+5,407
| New | +$221K | 0.02% | 303 |
|
|
2020
Q3 | – | Sell |
-14,659
| Closed | -$170K | – | 282 |
|
|
2020
Q2 | $170K | Sell |
14,659
-6,614
| -31% | -$76.7K | 0.04% | 248 |
|
|
2020
Q1 | $144K | Buy |
21,273
+780
| +4% | +$5.28K | 0.06% | 146 |
|
|
2019
Q4 | $269K | Sell |
20,493
-9
| -0% | -$118 | 0.09% | 136 |
|
|
2019
Q3 | $196K | Buy |
20,502
+2,477
| +14% | +$23.7K | 0.07% | 157 |
|
|
2019
Q2 | $209K | Buy |
18,025
+993
| +6% | +$11.5K | 0.07% | 147 |
|
|
2019
Q1 | $220K | Buy |
17,032
+2,312
| +16% | +$29.9K | 0.08% | 140 |
|
|
2018
Q4 | $152K | Buy |
14,720
+1,673
| +13% | +$17.3K | 0.07% | 167 |
|
|
2018
Q3 | $182K | Buy |
13,047
+347
| +3% | +$4.84K | 0.08% | 181 |
|
|
2018
Q2 | $219K | Sell |
12,700
-289
| -2% | -$4.98K | 0.09% | 148 |
|
|
2018
Q1 | $228K | Sell |
12,989
-2,412
| -16% | -$42.3K | 0.12% | 152 |
|
|
2017
Q4 | $292K | Buy |
+15,401
| New | +$292K | 0.14% | 138 |
|