Laidlaw Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-9,868
| Closed | -$368K | – | 243 |
|
2023
Q3 | $368K | Buy |
9,868
+4,017
| +69% | +$150K | 0.12% | 182 |
|
2023
Q2 | $234K | Buy |
5,851
+33
| +0.6% | +$1.32K | 0.05% | 304 |
|
2023
Q1 | $238K | Sell |
5,818
-187
| -3% | -$7.65K | 0.05% | 298 |
|
2022
Q4 | $228K | Sell |
6,005
-2,611
| -30% | -$99.2K | 0.05% | 309 |
|
2022
Q3 | $235K | Buy |
8,616
+125
| +1% | +$3.41K | 0.05% | 274 |
|
2022
Q2 | $248K | Buy |
8,491
+1,534
| +22% | +$44.8K | 0.05% | 303 |
|
2022
Q1 | $346K | Buy |
6,957
+421
| +6% | +$20.9K | 0.06% | 277 |
|
2021
Q4 | $273K | Sell |
6,536
-2,713
| -29% | -$113K | 0.04% | 324 |
|
2021
Q3 | $301K | Sell |
9,249
-4,746
| -34% | -$154K | 0.08% | 192 |
|
2021
Q2 | $519K | Buy |
13,995
+766
| +6% | +$28.4K | 0.13% | 144 |
|
2021
Q1 | $436K | Sell |
13,229
-3,195
| -19% | -$105K | 0.15% | 138 |
|
2020
Q4 | $427K | Buy |
+16,424
| New | +$427K | 0.09% | 211 |
|