SWM
Scissortail Wealth Management’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38,964
| Closed | -$1.57M | – | 162 |
|
|
2023
Q4 | $1.57M | Buy |
+38,964
| New | +$1.57M | 0.5% | 50 |
|
|
2023
Q1 | – | Sell |
-40,385
| Closed | -$1.71M | – | 76 |
|
|
2022
Q4 | $1.71M | Buy |
+40,385
| New | +$1.71M | 0.99% | 24 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$125K | – | 105 |
|
|
2022
Q2 | $125K | Buy |
+3,000
| New | +$125K | 0.05% | 115 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$125K | – | 106 |
|
|
2021
Q4 | $125K | Buy |
+3,000
| New | +$125K | 0.05% | 115 |
|