JNBA Financial Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-98
| Closed | -$4.76K | – | 665 |
|
|
2024
Q2 | $4.76K | Sell |
98
-144
| -60% | -$7.26K | ﹤0.01% | 527 |
|
|
2024
Q1 | $11.4K | Hold |
242
| – | – | ﹤0.01% | 454 |
|
|
2023
Q4 | $10.3K | Hold |
242
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $9.03K | Hold |
242
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $9.68K | Hold |
242
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $9.9K | Buy |
242
+75
| +45% | +$3.12K | ﹤0.01% | 483 |
|
|
2022
Q4 | $6.35K | Hold |
167
| – | – | ﹤0.01% | 493 |
|
|
2022
Q3 | $5K | Sell |
167
-128
| -43% | -$3.75K | ﹤0.01% | 526 |
|
|
2022
Q2 | $9K | Buy |
+295
| New | +$11.8K | ﹤0.01% | 496 |
|
|
2020
Q1 | – | Sell |
-716
| Closed | -$9K | – | 581 |
|
|
2019
Q4 | $9K | Buy |
+716
| New | +$7.86K | ﹤0.01% | 445 |
|
|
2018
Q4 | – | Sell |
-5,750
| Closed | -$80K | – | 595 |
|
|
2018
Q3 | $80K | Buy |
+5,750
| New | +$86.9K | 0.04% | 193 |
|
|
2016
Q4 | – | Sell |
-6,813
| Closed | -$74K | – | 766 |
|
|
2016
Q3 | $74K | Buy |
+6,813
| New | +$78.4K | 0.01% | 429 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$1K | – | 549 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2015
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2015
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2015
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2014
Q4 | $2K | Sell |
100
-152
| -60% | -$4.2K | ﹤0.01% | 488 |
|
|
2014
Q3 | $8K | Buy |
252
+62
| +33% | +$2.25K | ﹤0.01% | 388 |
|
|
2014
Q2 | $7K | Sell |
190
-100
| -34% | -$3.42K | ﹤0.01% | 384 |
|
|
2014
Q1 | $10K | Sell |
290
-100
| -26% | -$3.33K | 0.01% | 327 |
|
|
2013
Q4 | $15K | Buy |
390
+100
| +34% | +$3.54K | 0.01% | 278 |
|
|
2013
Q3 | $10K | Buy |
290
+190
| +190% | +$5.81K | 0.01% | 303 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3.05K | ﹤0.01% | 326 |
|
Other funds holding FCX
