VWA
V Wealth Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,410
| Closed | -$376K | – | 194 |
|
|
2023
Q2 | $376K | Sell |
9,410
-15
| -0.2% | -$600 | 0.06% | 241 |
|
|
2023
Q1 | $386K | Sell |
9,425
-135
| -1% | -$5.52K | 0.07% | 240 |
|
|
2022
Q4 | $363K | Buy |
9,560
+53
| +0.6% | +$2.01K | 0.08% | 247 |
|
|
2022
Q3 | $260K | Buy |
9,507
+468
| +5% | +$12.8K | 0.05% | 308 |
|
|
2022
Q2 | $265K | Buy |
9,039
+603
| +7% | +$17.7K | 0.05% | 337 |
|
|
2022
Q1 | $420K | Sell |
8,436
-1,026
| -11% | -$51.1K | 0.07% | 276 |
|
|
2021
Q4 | $394K | Buy |
9,462
+305
| +3% | +$12.7K | 0.06% | 308 |
|
|
2021
Q3 | $298K | Buy |
9,157
+380
| +4% | +$12.4K | 0.05% | 355 |
|
|
2021
Q2 | $326K | Sell |
8,777
-173
| -2% | -$6.43K | 0.05% | 345 |
|
|
2021
Q1 | $295K | Sell |
8,950
-1,247
| -12% | -$41.1K | 0.05% | 338 |
|
|
2020
Q4 | $265K | Buy |
+10,197
| New | +$265K | 0.05% | 320 |
|
|
2020
Q3 | – | Sell |
-17,905
| Closed | -$207K | – | 220 |
|
|
2020
Q2 | $207K | Sell |
17,905
-1,000
| -5% | -$11.6K | 0.05% | 324 |
|
|
2020
Q1 | $128K | Sell |
18,905
-570
| -3% | -$3.86K | 0.04% | 295 |
|
|
2019
Q4 | $186K | Hold |
19,475
| – | – | 0.07% | 274 |
|
|
2019
Q3 | $186K | Buy |
19,475
+130
| +0.7% | +$1.24K | 0.07% | 276 |
|
|
2019
Q2 | $225K | Buy |
19,345
+1,500
| +8% | +$17.4K | 0.09% | 238 |
|
|
2019
Q1 | $242K | Hold |
17,845
| – | – | 0.1% | 209 |
|
|
2018
Q4 | $197K | Buy |
17,845
+2,155
| +14% | +$23.8K | 0.1% | 204 |
|
|
2018
Q3 | $218K | Sell |
15,690
-900
| -5% | -$12.5K | 0.1% | 204 |
|
|
2018
Q2 | $300K | Sell |
16,590
-250
| -1% | -$4.52K | 0.17% | 148 |
|
|
2018
Q1 | $290K | Hold |
16,840
| – | – | 0.15% | 150 |
|
|
2017
Q4 | $328K | Sell |
16,840
-420
| -2% | -$8.18K | 0.17% | 140 |
|
|
2017
Q3 | $240K | Hold |
17,260
| – | – | 0.12% | 158 |
|
|
2017
Q2 | $207K | Sell |
17,260
-1,294
| -7% | -$15.5K | 0.1% | 173 |
|
|
2017
Q1 | $246K | Buy |
18,554
+2,544
| +16% | +$33.7K | 0.15% | 150 |
|
|
2016
Q4 | $211K | Sell |
16,010
-1,170
| -7% | -$15.4K | 0.15% | 157 |
|
|
2016
Q3 | $185K | Buy |
17,180
+500
| +3% | +$5.38K | 0.15% | 158 |
|
|
2016
Q2 | $184K | Sell |
16,680
-1,137
| -6% | -$12.5K | 0.15% | 154 |
|
|
2016
Q1 | $184K | Buy |
+17,817
| New | +$184K | 0.15% | 140 |
|