BerganKDV Wealth Management’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21
| Closed | -$1.01K | – | 1006 |
|
|
2023
Q1 | $1.01K | Hold |
21
| – | – | ﹤0.01% | 899 |
|
|
2022
Q4 | $973 | Sell |
21
-32
| -60% | -$1.48K | ﹤0.01% | 882 |
|
|
2022
Q3 | $2K | Sell |
53
-17
| -24% | -$642 | ﹤0.01% | 818 |
|
|
2022
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 737 |
|
|
2022
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 698 |
|
|
2021
Q4 | $4K | Sell |
70
-14
| -17% | -$800 | ﹤0.01% | 823 |
|
|
2021
Q3 | $5K | Sell |
84
-15
| -15% | -$893 | ﹤0.01% | 752 |
|
|
2021
Q2 | $6K | Sell |
99
-4
| -4% | -$242 | ﹤0.01% | 683 |
|
|
2021
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 643 |
|
|
2020
Q4 | $6K | Hold |
103
| – | – | ﹤0.01% | 641 |
|
|
2020
Q3 | $7K | Hold |
103
| – | – | ﹤0.01% | 550 |
|
|
2020
Q2 | $6K | Buy |
103
+40
| +63% | +$2.33K | ﹤0.01% | 610 |
|
|
2020
Q1 | $3K | Buy |
63
+15
| +31% | +$714 | ﹤0.01% | 676 |
|
|
2019
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 784 |
|