BIA
Barry Investment Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,039
| Closed | -$269K | – | 116 |
|
|
2024
Q3 | $269K | Sell |
5,039
-2,374
| -32% | -$127K | 0.08% | 94 |
|
|
2024
Q2 | $310K | Sell |
7,413
-7,541
| -50% | -$316K | 0.1% | 88 |
|
|
2024
Q1 | $536K | Sell |
14,954
-23,198
| -61% | -$831K | 0.18% | 68 |
|
|
2023
Q4 | $1.58M | Sell |
38,152
-85,577
| -69% | -$3.54M | 0.53% | 34 |
|
|
2023
Q3 | $4.57M | Sell |
123,729
-41,886
| -25% | -$1.55M | 1.65% | 24 |
|
|
2023
Q2 | $7.07M | Sell |
165,615
-11,368
| -6% | -$485K | 2.39% | 14 |
|
|
2023
Q1 | $8.68M | Buy |
176,983
+1,129
| +0.6% | +$55.3K | 2.84% | 12 |
|
|
2022
Q4 | $8.3M | Buy |
175,854
+19,598
| +13% | +$925K | 2.62% | 14 |
|
|
2022
Q3 | $6.57M | Buy |
156,256
+150,872
| +2,802% | +$6.34M | 2.25% | 19 |
|
|
2022
Q2 | $321K | Sell |
5,384
-767
| -12% | -$45.7K | 0.1% | 97 |
|
|
2022
Q1 | $489K | Sell |
6,151
-18,372
| -75% | -$1.46M | 0.13% | 86 |
|
|
2021
Q4 | $1.52M | Buy |
24,523
+6,377
| +35% | +$396K | 0.4% | 40 |
|
|
2021
Q3 | $985K | Buy |
18,146
+4,784
| +36% | +$260K | 0.27% | 51 |
|
|
2021
Q2 | $847K | Buy |
13,362
+4,283
| +47% | +$271K | 0.23% | 54 |
|
|
2021
Q1 | $547K | Buy |
+9,079
| New | +$547K | 0.15% | 69 |
|