EFS
Essex Financial Services’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,391
| Closed | -$375K | – | 649 |
|
|
2024
Q3 | $375K | Buy |
6,391
+825
| +15% | +$48.4K | 0.03% | 436 |
|
|
2024
Q2 | $266K | Buy |
+5,566
| New | +$266K | 0.02% | 516 |
|
|
2023
Q3 | – | Sell |
-5,519
| Closed | -$235K | – | 487 |
|
|
2023
Q2 | $235K | Buy |
5,519
+158
| +3% | +$6.74K | 0.03% | 412 |
|
|
2023
Q1 | $263K | Buy |
+5,361
| New | +$263K | 0.03% | 402 |
|
|
2022
Q4 | – | Sell |
-6,126
| Closed | -$258K | – | 490 |
|
|
2022
Q3 | $258K | Sell |
6,126
-1,235
| -17% | -$52K | 0.03% | 370 |
|
|
2022
Q2 | $439K | Buy |
7,361
+784
| +12% | +$46.8K | 0.05% | 289 |
|
|
2022
Q1 | $523K | Sell |
6,577
-2,283
| -26% | -$182K | 0.05% | 286 |
|
|
2021
Q4 | $550K | Sell |
8,860
-195
| -2% | -$12.1K | 0.05% | 268 |
|
|
2021
Q3 | $492K | Sell |
9,055
-34
| -0.4% | -$1.85K | 0.06% | 269 |
|
|
2021
Q2 | $576K | Buy |
+9,089
| New | +$576K | 0.08% | 221 |
|