PWAG
Polaris Wealth Advisory Group’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $225K | Buy |
+6,025
| New | +$225K | 0.02% | 157 |
|
|
2023
Q2 | – | Sell |
-6,025
| Closed | -$246K | – | 161 |
|
|
2023
Q1 | $246K | Hold |
6,025
| – | – | 0.02% | 156 |
|
|
2022
Q4 | $273K | Buy |
+6,025
| New | +$273K | 0.02% | 154 |
|
|
2022
Q2 | – | Sell |
-15,525
| Closed | -$753K | – | 146 |
|
|
2022
Q1 | $753K | Hold |
15,525
| – | – | 0.05% | 102 |
|
|
2021
Q4 | $648K | Sell |
15,525
-807
| -5% | -$33.7K | 0.04% | 118 |
|
|
2021
Q3 | $561K | Sell |
16,332
-3,625
| -18% | -$125K | 0.03% | 114 |
|
|
2021
Q2 | $740K | Buy |
19,957
+807
| +4% | +$29.9K | 0.04% | 104 |
|
|
2021
Q1 | $652K | Buy |
19,150
+12,500
| +188% | +$426K | 0.04% | 109 |
|
|
2020
Q4 | $207K | Buy |
+6,650
| New | +$207K | 0.02% | 169 |
|
|
2019
Q3 | – | Sell |
-2,224,447
| Closed | -$25.5M | – | 163 |
|
|
2019
Q2 | $25.5M | Buy |
+2,224,447
| New | +$25.5M | 1.93% | 19 |
|