MWPCG
Measured Wealth Private Client Group’s Freeport-McMoran FCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,029
| Closed | -$201K | – | 185 |
|
2024
Q3 | $201K | Buy |
+4,029
| New | +$201K | 0.07% | 176 |
|
2022
Q2 | – | Sell |
-10,197
| Closed | -$507K | – | 180 |
|
2022
Q1 | $507K | Sell |
10,197
-357
| -3% | -$17.8K | 0.19% | 67 |
|
2021
Q4 | $440K | Sell |
10,554
-1,528
| -13% | -$63.7K | 0.16% | 87 |
|
2021
Q3 | $393K | Sell |
12,082
-3,019
| -20% | -$98.2K | 0.15% | 89 |
|
2021
Q2 | $560K | Sell |
15,101
-648
| -4% | -$24K | 0.18% | 74 |
|
2021
Q1 | $519K | Sell |
15,749
-3,499
| -18% | -$115K | 0.18% | 66 |
|
2020
Q4 | $501K | Sell |
19,248
-1,089
| -5% | -$28.3K | 0.21% | 62 |
|
2020
Q3 | $318K | Sell |
20,337
-2,951
| -13% | -$46.1K | 0.15% | 82 |
|
2020
Q2 | $269K | Buy |
23,288
+4,532
| +24% | +$52.3K | 0.16% | 81 |
|
2020
Q1 | $127K | Buy |
+18,756
| New | +$127K | 0.1% | 97 |
|
2018
Q4 | – | Sell |
-40
| Closed | – | – | 296 |
|
2018
Q3 | $0 | Buy |
+40
| New | – | ﹤0.01% | 839 |
|