YorkBridge Wealth Partners’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $338K | Buy |
8,903
+53
| +0.6% | +$2.01K | 0.09% | 162 |
|
|
2022
Q3 | $242K | Buy |
+8,850
| New | +$242K | 0.06% | 237 |
|
|
2019
Q3 | – | Sell |
-3,346
| Closed | -$39K | – | 337 |
|
|
2019
Q2 | $39K | Buy |
3,346
+204
| +6% | +$2.38K | 0.02% | 390 |
|
|
2019
Q1 | $40K | Buy |
3,142
+462
| +17% | +$5.88K | 0.02% | 380 |
|
|
2018
Q4 | $28K | Buy |
2,680
+462
| +21% | +$4.83K | 0.01% | 390 |
|
|
2018
Q3 | $30K | Sell |
2,218
-440
| -17% | -$5.95K | 0.01% | 422 |
|
|
2018
Q2 | $46K | Hold |
2,658
| – | – | 0.02% | 371 |
|
|
2018
Q1 | $47K | Sell |
2,658
-132
| -5% | -$2.33K | 0.02% | 374 |
|
|
2017
Q4 | $49K | Sell |
2,790
-1,203
| -30% | -$21.1K | 0.02% | 375 |
|
|
2017
Q3 | $56K | Sell |
3,993
-915
| -19% | -$12.8K | 0.03% | 365 |
|
|
2017
Q2 | $60K | Buy |
4,908
+500
| +11% | +$6.11K | 0.03% | 351 |
|
|
2017
Q1 | $56K | Sell |
4,408
-3,302
| -43% | -$41.9K | 0.03% | 359 |
|
|
2016
Q4 | $123K | Buy |
+7,710
| New | +$123K | 0.07% | 206 |
|