Caldwell Trust’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Hold |
524
|
|
||||
|
2025
Q1 | $25.3K | Buy |
524
+224
|
|
||||
|
2024
Q4 | $11.2K | Hold |
300
|
|
||||
|
2024
Q3 | $16K | Sell |
300
-615
|
|
||||
|
2024
Q2 | $38.3K | Hold |
915
|
|
||||
|
2024
Q1 | $32.8K | Hold |
915
|
|
||||
|
2023
Q4 | $37.9K | Hold |
915
|
|
||||
|
2023
Q3 | $33.8K | Hold |
915
|
|
||||
|
2023
Q2 | $39K | Hold |
915
|
|
||||
|
2023
Q1 | $44.9K | Hold |
915
|
|
||||
|
2022
Q4 | $43.2K | Hold |
915
|
|
||||
|
2022
Q3 | $38.5K | Hold |
915
|
|
||||
|
2022
Q2 | $54.6K | Hold |
915
|
|
||||
|
2022
Q1 | $72.7K | Hold |
915
|
|
||||
|
2021
Q4 | $56.7K | Hold |
915
|
|
||||
|
2021
Q3 | $49.7K | Hold |
915
|
|
||||
|
2021
Q2 | $58K | Buy |
+915
|
|