Diversified Trust’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
+27,786
| New | +$1.62M | 0.04% | 277 |
|
|
2024
Q4 | – | Sell |
-5,019
| Closed | -$268K | – | 970 |
|
|
2024
Q3 | $268K | Buy |
+5,019
| New | +$268K | 0.01% | 757 |
|
|
2023
Q1 | – | Sell |
-6,939
| Closed | -$328K | – | 892 |
|
|
2022
Q4 | $328K | Buy |
6,939
+1,259
| +22% | +$59.5K | 0.01% | 550 |
|
|
2022
Q3 | $239K | Buy |
+5,680
| New | +$239K | 0.01% | 627 |
|
|
2021
Q1 | – | Sell |
-3,752
| Closed | -$225K | – | 827 |
|
|
2020
Q4 | $225K | Sell |
3,752
-2,233
| -37% | -$134K | 0.01% | 619 |
|
|
2020
Q3 | $380K | Buy |
+5,985
| New | +$380K | 0.02% | 376 |
|