Burt Wealth Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,362
Closed -$59K 420
2019
Q4
$59K Sell
1,362
-300
-18% -$11.7K 0.02% 162
2019
Q3
$63K Hold
1,662
0.03% 155
2019
Q2
$64K Buy
+1,662
New +$56.2K 0.03% 151
2016
Q2
Sell
-600
Closed -$16K 511
2016
Q1
$16K Buy
+600
New +$13.9K 0.01% 276

Other funds holding NEM

Burt Wealth Advisors's NEM Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Newmont (NEM) in Q1 2020, closing a stake of 1,362 shares — an estimated $59K sold.

Burt Wealth Advisors first reported a position in NEM in Q1 2016 and held it in 4 quarters. The position peaked at $64K in Q2 2019. 813 funds tracked by Wall St. Rank hold NEM as of Q1 2020.

  • Burt Wealth Advisors reported no remaining Newmont position as of Q1 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,362 Newmont shares in Q1 2020, an estimated $59K.
  • Burt Wealth Advisors first reported a position in Newmont in Q1 2016 and held it in 4 quarters.
  • Burt Wealth Advisors's Newmont position peaked at $64K in Q2 2019.
  • 813 funds tracked by Wall St. Rank held Newmont as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.