Wealthstreet Investment Advisors’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-525
| Closed | -$19K | – | 75 |
|
|
2021
Q2 | $19K | Sell |
525
-37,450
| -99% | -$1.36M | 0.1% | 68 |
|
|
2021
Q1 | $1.25M | Sell |
37,975
-17,475
| -32% | -$575K | 0.12% | 151 |
|
|
2020
Q4 | $1.44M | Hold |
55,450
| – | – | 0.15% | 140 |
|
|
2020
Q3 | $867K | Buy |
55,450
+5,600
| +11% | +$87.6K | 0.1% | 165 |
|
|
2020
Q2 | $577K | Sell |
49,850
-5,700
| -10% | -$66K | 0.07% | 192 |
|
|
2020
Q1 | $375K | Sell |
55,550
-300
| -0.5% | -$2.03K | 0.06% | 219 |
|
|
2019
Q4 | $733K | Buy |
55,850
+1,100
| +2% | +$14.4K | 0.09% | 188 |
|
|
2019
Q3 | $560K | Sell |
54,750
-1,850
| -3% | -$18.9K | 0.07% | 205 |
|
|
2019
Q2 | $657K | Buy |
56,600
+17,960
| +46% | +$208K | 0.09% | 185 |
|
|
2019
Q1 | $498K | Buy |
+38,640
| New | +$498K | 0.07% | 227 |
|