WealthPLAN Partners’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70
| Closed | -$2.8K | – | 566 |
|
|
2023
Q2 | $2.8K | Buy |
+70
| New | +$2.8K | ﹤0.01% | 1021 |
|
|
2018
Q3 | – | Sell |
-13,374
| Closed | -$231K | – | 260 |
|
|
2018
Q2 | $231K | Sell |
13,374
-10,219
| -43% | -$177K | 0.05% | 224 |
|
|
2018
Q1 | $415K | Buy |
+23,593
| New | +$415K | 0.09% | 158 |
|
|
2017
Q2 | – | Sell |
-448
| Closed | -$6.02K | – | 259 |
|
|
2017
Q1 | $6.02K | Buy |
+448
| New | +$6.02K | 0.02% | 326 |
|
|
2016
Q3 | $6.29K | Sell |
605
-300
| -33% | -$3.12K | ﹤0.01% | 668 |
|
|
2016
Q2 | $6.75K | Buy |
+905
| New | +$6.75K | ﹤0.01% | 1878 |
|
|
2015
Q4 | $4.1K | Buy |
+1,205
| New | +$4.1K | ﹤0.01% | 1375 |
|
|
2015
Q2 | $6K | Sell |
300
-455
| -60% | -$9.1K | ﹤0.01% | 333 |
|
|
2015
Q1 | $15K | Buy |
+755
| New | +$15K | 0.01% | 343 |
|