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