Mosaic Family Wealth’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.01M | Sell |
48,222
-16,000
| -25% | -$668K | 0.52% | 29 |
|
|
2021
Q3 | $2.09M | Buy |
+64,222
| New | +$2.09M | 0.58% | 26 |
|
|
2019
Q2 | – | Sell |
-2,442
| Closed | -$31K | – | 320 |
|
|
2019
Q1 | $31K | Hold |
2,442
| – | – | 0.01% | 375 |
|
|
2018
Q4 | $25K | Buy |
2,442
+446
| +22% | +$4.57K | 0.01% | 398 |
|
|
2018
Q3 | $22K | Hold |
1,996
| – | – | 0.01% | 426 |
|
|
2018
Q2 | $34K | Hold |
1,996
| – | – | 0.01% | 359 |
|
|
2018
Q1 | $35K | Sell |
1,996
-1,500
| -43% | -$26.3K | 0.01% | 356 |
|
|
2017
Q4 | $66K | Sell |
3,496
-8,527
| -71% | -$161K | 0.02% | 285 |
|
|
2017
Q3 | $169K | Buy |
12,023
+76
| +0.6% | +$1.07K | 0.07% | 205 |
|
|
2017
Q2 | $144K | Sell |
11,947
-395
| -3% | -$4.76K | 0.06% | 216 |
|
|
2017
Q1 | $165K | Sell |
12,342
-396
| -3% | -$5.29K | 0.07% | 197 |
|
|
2016
Q4 | $168K | Sell |
12,738
-877
| -6% | -$11.6K | 0.08% | 188 |
|
|
2016
Q3 | $148K | Buy |
13,615
+2,920
| +27% | +$31.7K | 0.07% | 197 |
|
|
2016
Q2 | $120K | Sell |
10,695
-731
| -6% | -$8.2K | 0.06% | 220 |
|
|
2016
Q1 | $118K | Buy |
11,426
+447
| +4% | +$4.62K | 0.06% | 202 |
|
|
2015
Q4 | $74K | Buy |
+10,979
| New | +$74K | 0.03% | 261 |
|