Alera Investment Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $231K | Buy |
+4,320
| New | +$231K | 0.03% | 252 |
|
|
2023
Q4 | – | Sell |
-9,381
| Closed | -$347K | – | 172 |
|
|
2023
Q3 | $347K | Sell |
9,381
-113
| -1% | -$4.18K | 0.06% | 130 |
|
|
2023
Q2 | $405K | Buy |
9,494
+2,318
| +32% | +$98.9K | 0.09% | 125 |
|
|
2023
Q1 | $352K | Sell |
7,176
-10
| -0.1% | -$490 | 0.08% | 138 |
|
|
2022
Q4 | $339K | Sell |
7,186
-173
| -2% | -$8.17K | 0.08% | 136 |
|
|
2022
Q3 | $310K | Buy |
7,359
+245
| +3% | +$10.3K | 0.09% | 139 |
|
|
2022
Q2 | $424K | Buy |
+7,114
| New | +$424K | 0.12% | 121 |
|
|
2019
Q2 | – | Sell |
-127
| Closed | -$5K | – | 671 |
|
|
2019
Q1 | $5K | Sell |
127
-4
| -3% | -$157 | ﹤0.01% | 639 |
|
|
2018
Q4 | $5K | Buy |
+131
| New | +$5K | ﹤0.01% | 602 |
|