Avantax Planning Partners’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,263
| Closed | -$228K | – | 449 |
|
|
2024
Q3 | $228K | Sell |
4,263
-2,484
| -37% | -$133K | 0.01% | 397 |
|
|
2024
Q2 | $282K | Sell |
6,747
-11,466
| -63% | -$480K | 0.01% | 369 |
|
|
2024
Q1 | $653K | Sell |
18,213
-18,371
| -50% | -$658K | 0.02% | 258 |
|
|
2023
Q4 | $1.51M | Sell |
36,584
-1,042
| -3% | -$43.1K | 0.06% | 139 |
|
|
2023
Q3 | $1.39M | Buy |
37,626
+1,040
| +3% | +$38.4K | 0.06% | 134 |
|
|
2023
Q2 | $1.56M | Buy |
36,586
+585
| +2% | +$25K | 0.06% | 126 |
|
|
2023
Q1 | $1.76M | Sell |
36,001
-574
| -2% | -$28.1K | 0.07% | 118 |
|
|
2022
Q4 | $1.73M | Sell |
36,575
-987
| -3% | -$46.6K | 0.07% | 117 |
|
|
2022
Q3 | $1.58M | Buy |
37,562
+12,305
| +49% | +$517K | 0.07% | 112 |
|
|
2022
Q2 | $1.51M | Buy |
25,257
+5,026
| +25% | +$300K | 0.06% | 117 |
|
|
2022
Q1 | $1.61M | Buy |
+20,231
| New | +$1.61M | 0.06% | 119 |
|
|
2018
Q4 | – | Sell |
-338
| Closed | -$10K | – | 871 |
|
|
2018
Q3 | $10K | Buy |
+338
| New | +$10K | ﹤0.01% | 876 |
|
|
2018
Q2 | – | Sell |
-438
| Closed | -$17K | – | 1017 |
|
|
2018
Q1 | $17K | Buy |
+438
| New | +$17K | ﹤0.01% | 841 |
|