TWA
TCI Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,936
| Closed | -$79.2K | – | 904 |
|
|
2023
Q1 | $79.2K | Buy |
1,936
+621
| +47% | +$25.4K | 0.01% | 319 |
|
|
2022
Q4 | $50K | Hold |
1,315
| – | – | 0.01% | 410 |
|
|
2022
Q3 | $36K | Sell |
1,315
-134
| -9% | -$3.67K | 0.01% | 459 |
|
|
2022
Q2 | $42K | Buy |
1,449
+134
| +10% | +$3.88K | 0.01% | 417 |
|
|
2022
Q1 | $65K | Buy |
1,315
+72
| +6% | +$3.56K | 0.01% | 338 |
|
|
2021
Q4 | $52K | Hold |
1,243
| – | – | 0.01% | 404 |
|
|
2021
Q3 | $40K | Sell |
1,243
-177
| -12% | -$5.7K | 0.01% | 466 |
|
|
2021
Q2 | $53K | Buy |
1,420
+177
| +14% | +$6.61K | 0.01% | 361 |
|
|
2021
Q1 | $41K | Sell |
1,243
-261
| -17% | -$8.61K | 0.02% | 371 |
|
|
2020
Q4 | $39K | Hold |
1,504
| – | – | 0.02% | 350 |
|
|
2020
Q3 | $24K | Hold |
1,504
| – | – | 0.01% | 395 |
|
|
2020
Q2 | $17K | Buy |
1,504
+803
| +115% | +$9.08K | 0.01% | 464 |
|
|
2020
Q1 | $5K | Sell |
701
-210
| -23% | -$1.5K | ﹤0.01% | 695 |
|
|
2019
Q4 | $12K | Buy |
911
+227
| +33% | +$2.99K | ﹤0.01% | 664 |
|
|
2019
Q3 | $7K | Sell |
684
-166
| -20% | -$1.7K | ﹤0.01% | 715 |
|
|
2019
Q2 | $10K | Sell |
850
-70
| -8% | -$824 | ﹤0.01% | 617 |
|
|
2019
Q1 | $12K | Sell |
920
-1,742
| -65% | -$22.7K | 0.01% | 586 |
|
|
2018
Q4 | $27K | Buy |
2,662
+54
| +2% | +$548 | 0.01% | 418 |
|
|
2018
Q3 | $36K | Buy |
2,608
+83
| +3% | +$1.15K | 0.02% | 381 |
|
|
2018
Q2 | $44K | Buy |
2,525
+97
| +4% | +$1.69K | 0.02% | 342 |
|
|
2018
Q1 | $43K | Sell |
2,428
-46
| -2% | -$815 | 0.02% | 348 |
|
|
2017
Q4 | $47K | Hold |
2,474
| – | – | 0.02% | 356 |
|
|
2017
Q3 | $35K | Sell |
2,474
-1,496
| -38% | -$21.2K | 0.02% | 367 |
|
|
2017
Q2 | $48K | Hold |
3,970
| – | – | 0.02% | 310 |
|
|
2017
Q1 | $53K | Sell |
3,970
-461
| -10% | -$6.15K | 0.03% | 293 |
|
|
2016
Q4 | $58K | Sell |
4,431
-2,528
| -36% | -$33.1K | 0.03% | 309 |
|
|
2016
Q3 | $76K | Buy |
6,959
+160
| +2% | +$1.75K | 0.04% | 245 |
|
|
2016
Q2 | $76K | Buy |
6,799
+260
| +4% | +$2.91K | 0.04% | 245 |
|
|
2016
Q1 | $68K | Buy |
6,539
+4,899
| +299% | +$50.9K | 0.04% | 253 |
|
|
2015
Q4 | $11K | Sell |
1,640
-698
| -30% | -$4.68K | 0.01% | 554 |
|
|
2015
Q3 | $23K | Buy |
2,338
+572
| +32% | +$5.63K | 0.01% | 380 |
|
|
2015
Q2 | $33K | Buy |
+1,766
| New | +$33K | 0.02% | 319 |
|
|
2015
Q1 | – | Sell |
-1,728
| Closed | -$40K | – | 903 |
|
|
2014
Q4 | $40K | Sell |
1,728
-367
| -18% | -$8.5K | 0.02% | 266 |
|
|
2014
Q3 | $68K | Buy |
2,095
+32
| +2% | +$1.04K | 0.04% | 208 |
|
|
2014
Q2 | $75K | Buy |
2,063
+67
| +3% | +$2.44K | 0.05% | 208 |
|
|
2014
Q1 | $66K | Buy |
1,996
+50
| +3% | +$1.65K | 0.04% | 202 |
|
|
2013
Q4 | $73K | Hold |
1,946
| – | – | 0.05% | 202 |
|
|
2013
Q3 | $64K | Buy |
1,946
+250
| +15% | +$8.22K | 0.05% | 193 |
|
|
2013
Q2 | $47K | Buy |
+1,696
| New | +$47K | 0.04% | 224 |
|