Buckley Wealth Management’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-63,715
| Closed | -$2.28M | – | 107 |
|
|
2024
Q1 | $2.28M | Buy |
63,715
+1,750
| +3% | +$62.7K | 0.73% | 30 |
|
|
2023
Q4 | $2.56M | Sell |
61,965
-7,260
| -10% | -$300K | 0.89% | 21 |
|
|
2023
Q3 | $2.56M | Sell |
69,225
-12,100
| -15% | -$447K | 0.96% | 21 |
|
|
2023
Q2 | $3.47M | Sell |
81,325
-2,950
| -4% | -$126K | 1.18% | 19 |
|
|
2023
Q1 | $4.13M | Sell |
84,275
-4,070
| -5% | -$200K | 1.52% | 18 |
|
|
2022
Q4 | $4.17M | Sell |
88,345
-29,600
| -25% | -$1.4M | 1.52% | 19 |
|
|
2022
Q3 | $4.96M | Buy |
117,945
+44,895
| +61% | +$1.89M | 1.83% | 18 |
|
|
2022
Q2 | $4.36M | Buy |
73,050
+2,570
| +4% | +$153K | 1.4% | 19 |
|
|
2022
Q1 | $5.6M | Sell |
70,480
-100
| -0.1% | -$7.95K | 1.52% | 20 |
|
|
2021
Q4 | $4.38M | Buy |
70,580
+8,975
| +15% | +$557K | 1.28% | 22 |
|
|
2021
Q3 | $3.35M | Buy |
61,605
+54,975
| +829% | +$2.99M | 1.08% | 23 |
|
|
2021
Q2 | $420K | Hold |
6,630
| – | – | 0.14% | 95 |
|
|
2021
Q1 | $400K | Buy |
+6,630
| New | +$400K | 0.15% | 93 |
|