Montecito Bank & Trust’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,845
| Closed | -$241K | – | 249 |
|
2022
Q1 | $241K | Hold |
4,845
| – | – | 0.05% | 245 |
|
2021
Q4 | $202K | Buy |
+4,845
| New | +$202K | 0.04% | 262 |
|
2017
Q2 | – | Sell |
-15,710
| Closed | -$210K | – | 176 |
|
2017
Q1 | $210K | Buy |
15,710
+10,998
| +233% | +$147K | 0.08% | 174 |
|
2016
Q4 | $62K | Buy |
+4,712
| New | +$62K | 0.02% | 273 |
|