Balasa Dinverno & Foltz’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$714K Sell
2022
Q1
$1M Sell
2021
Q4
$806K Sell
2021
Q3
$1.07M Sell
2021
Q2
$1.66M Sell
2021
Q1
$1.64M Sell
2020
Q4
$1.82M Sell
2020
Q3
$2.37M Buy
2020
Q2
$2.19M Buy
2020
Q1
$916K Buy
2019
Q4
$235K Buy
2017
Q1
Sell
2016
Q4
$216K Buy
2016
Q3
$207K Buy