CWS
Confluence Wealth Services’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
5,018
| – | – | 0.02% | 315 |
|
|
2025
Q1 | $267K | Sell |
5,018
-200
| -4% | -$10.6K | 0.02% | 302 |
|
|
2024
Q4 | $219K | Sell |
5,218
-763
| -13% | -$32K | 0.01% | 313 |
|
|
2024
Q3 | $320K | Sell |
5,981
-300
| -5% | -$16K | 0.02% | 270 |
|
|
2024
Q2 | $263K | Hold |
6,281
| – | – | 0.02% | 327 |
|
|
2024
Q1 | $225K | Sell |
6,281
-335
| -5% | -$12K | 0.02% | 310 |
|
|
2023
Q4 | $274K | Sell |
6,616
-113
| -2% | -$4.68K | 0.03% | 245 |
|
|
2023
Q3 | $249K | Sell |
6,729
-426
| -6% | -$15.7K | 0.05% | 230 |
|
|
2023
Q2 | $305K | Sell |
7,155
-105
| -1% | -$4.48K | 0.06% | 212 |
|
|
2023
Q1 | $356K | Buy |
7,260
+241
| +3% | +$11.8K | 0.08% | 174 |
|
|
2022
Q4 | $331K | Buy |
7,019
+776
| +12% | +$36.6K | 0.09% | 177 |
|
|
2022
Q3 | $262K | Sell |
6,243
-28
| -0.4% | -$1.18K | 0.11% | 188 |
|
|
2022
Q2 | $284K | Buy |
6,271
+100
| +2% | +$4.53K | 0.12% | 202 |
|
|
2022
Q1 | $490K | Sell |
6,171
-16
| -0.3% | -$1.27K | 0.18% | 145 |
|
|
2021
Q4 | $383K | Buy |
+6,187
| New | +$383K | 0.12% | 164 |
|