Creative Planning’s Nouveau Monde Graphite NMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-14,397
| Closed | -$21.7K | – | 3671 |
|
2025
Q1 | $21.7K | Buy |
14,397
+809
| +6% | +$1.22K | ﹤0.01% | 3376 |
|
2024
Q4 | $21.6K | Hold |
13,588
| – | – | ﹤0.01% | 3318 |
|
2024
Q3 | $21.3K | Hold |
13,588
| – | – | ﹤0.01% | 3149 |
|
2024
Q2 | $25.5K | Sell |
13,588
-220
| -2% | -$413 | ﹤0.01% | 2948 |
|
2024
Q1 | $31.6K | Buy |
+13,808
| New | +$31.6K | ﹤0.01% | 2794 |
|