Transform Wealth’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-128,791
Closed -$3.77M 188
2022
Q2
$3.77M Sell
128,791
-36,889
-22% -$1.08M 0.56% 58
2022
Q1
$8.24M Buy
165,680
+6,220
+4% +$309K 0.92% 37
2021
Q4
$6.65M Buy
159,460
+2,699
+2% +$113K 0.7% 51
2021
Q3
$5.1M Sell
156,761
-2,698
-2% -$87.8K 0.58% 60
2021
Q2
$5.92M Buy
159,459
+59,936
+60% +$2.22M 0.72% 53
2021
Q1
$3.28M Buy
+99,523
New +$3.28M 0.66% 54
2017
Q2
Sell
-48,013
Closed -$641K 72
2017
Q1
$641K Sell
48,013
-1,000
-2% -$13.4K 0.24% 143
2016
Q4
$646K Buy
49,013
+7,300
+18% +$96.2K 0.26% 132
2016
Q3
$453K Sell
41,713
-7,600
-15% -$82.5K 0.19% 144
2016
Q2
$549K Buy
+49,313
New +$549K 0.23% 131