Edge Wealth Management’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,487
| Closed | -$92K | – | 321 |
|
|
2021
Q4 | $92K | Sell |
1,487
-100
| -6% | -$5.67K | 0.02% | 141 |
|
|
2021
Q3 | $86K | Hold |
1,587
| – | – | 0.02% | 144 |
|
|
2021
Q2 | $100K | Hold |
1,587
| – | – | 0.02% | 136 |
|
|
2021
Q1 | $96K | Buy |
1,587
+100
| +7% | +$5.98K | 0.02% | 140 |
|
|
2020
Q4 | $89K | Buy |
1,487
+281
| +23% | +$17.3K | 0.02% | 145 |
|
|
2020
Q3 | $77K | Hold |
1,206
| – | – | 0.02% | 171 |
|
|
2020
Q2 | $74K | Buy |
1,206
+500
| +71% | +$29.6K | 0.01% | 235 |
|
|
2020
Q1 | $33K | Hold |
706
| – | – | 0.01% | 277 |
|
|
2019
Q4 | $31K | Hold |
706
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $26K | Hold |
706
| – | – | 0.01% | 311 |
|
|
2019
Q2 | $27K | Buy |
+706
| New | +$23.9K | 0.01% | 309 |
|
|
2017
Q4 | – | Sell |
-1,400
| Closed | -$53K | – | 561 |
|
|
2017
Q3 | $53K | Sell |
1,400
-500
| -26% | -$18.2K | 0.02% | 215 |
|
|
2017
Q2 | $62K | Hold |
1,900
| – | – | 0.02% | 204 |
|
|
2017
Q1 | $63K | Hold |
1,900
| – | – | 0.02% | 189 |
|
|
2016
Q4 | $65K | Buy |
+1,900
| New | +$64.9K | 0.02% | 174 |
|
|
2016
Q1 | – | Sell |
-275
| Closed | -$5K | – | 481 |
|
|
2015
Q4 | $5K | Sell |
275
-290
| -51% | -$5.33K | ﹤0.01% | 349 |
|
|
2015
Q3 | $9K | Sell |
565
-995
| -64% | -$17.8K | ﹤0.01% | 299 |
|
|
2015
Q2 | $36K | Buy |
+1,560
| New | +$39K | 0.01% | 207 |
|
|
2014
Q4 | – | Sell |
-59
| Closed | -$1K | – | 424 |
|
|
2014
Q3 | $1K | Sell |
59
-600
| -91% | -$15.3K | ﹤0.01% | 392 |
|
|
2014
Q2 | $17K | Hold |
659
| – | – | 0.01% | 261 |
|
|
2014
Q1 | $15K | Buy |
659
+59
| +10% | +$1.4K | 0.01% | 260 |
|
|
2013
Q4 | $14K | Sell |
600
-106
| -15% | -$2.72K | 0.01% | 246 |
|
|
2013
Q3 | $20K | Buy |
706
+31
| +5% | +$919 | 0.01% | 198 |
|
|
2013
Q2 | $20K | Buy |
+675
| New | +$22.7K | 0.01% | 187 |
|
Other funds holding NEM
