Nicola 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
Q3 | – | Sell |
-265,800
| Closed | -$10.6M | – | 113 |
|
|
2023
Q2 | $10.6M | Hold |
265,800
| – | – | 1.04% | 38 |
|
|
2023
Q1 | $10.9M | Buy |
265,800
+16,000
| +6% | +$655K | 1.07% | 34 |
|
|
2022
Q4 | $9.49M | Sell |
249,800
-40,800
| -14% | -$1.55M | 0.96% | 37 |
|
|
2022
Q3 | $7.94M | Buy |
290,600
+28,500
| +11% | +$779K | 0.87% | 43 |
|
|
2022
Q2 | $7.67M | Buy |
262,100
+101,100
| +63% | +$2.96M | 0.73% | 48 |
|
|
2022
Q1 | $8.01M | Sell |
161,000
-24,000
| -13% | -$1.19M | 0.71% | 49 |
|
|
2021
Q4 | $7.72M | Buy |
185,000
+25,000
| +16% | +$1.04M | 0.73% | 54 |
|
|
2021
Q3 | $5.21M | Buy |
160,000
+50,000
| +45% | +$1.63M | 0.54% | 72 |
|
|
2021
Q2 | $4.08M | Buy |
+110,000
| New | +$4.08M | 0.42% | 86 |
|