SWA
SFMG Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,123
| Closed | -$303K | – | 288 |
|
|
2023
Q4 | $303K | Buy |
7,123
+26
| +0.4% | +$1.11K | 0.03% | 192 |
|
|
2023
Q3 | $265K | Buy |
7,097
+321
| +5% | +$12K | 0.03% | 191 |
|
|
2023
Q2 | $271K | Buy |
6,776
+366
| +6% | +$14.6K | 0.03% | 188 |
|
|
2023
Q1 | $262K | Buy |
6,410
+71
| +1% | +$2.91K | 0.03% | 199 |
|
|
2022
Q4 | $241K | Buy |
+6,339
| New | +$241K | 0.03% | 200 |
|
|
2022
Q2 | – | Sell |
-5,735
| Closed | -$285K | – | 289 |
|
|
2022
Q1 | $285K | Sell |
5,735
-477
| -8% | -$23.7K | 0.03% | 208 |
|
|
2021
Q4 | $259K | Buy |
6,212
+14
| +0.2% | +$584 | 0.03% | 223 |
|
|
2021
Q3 | $202K | Buy |
6,198
+757
| +14% | +$24.7K | 0.02% | 242 |
|
|
2021
Q2 | $202K | Buy |
+5,441
| New | +$202K | 0.02% | 247 |
|