EWM
Evercore Wealth Management’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,242
| Closed | -$200K | – | 382 |
|
|
2020
Q2 | $200K | Buy |
+3,242
| New | +$200K | 0.01% | 367 |
|
|
2018
Q3 | – | Sell |
-13,000
| Closed | -$490K | – | 436 |
|
|
2018
Q2 | $490K | Buy |
+13,000
| New | +$490K | 0.02% | 273 |
|
|
2017
Q1 | – | Sell |
-37
| Closed | -$1K | – | 1022 |
|
|
2016
Q4 | $1K | Sell |
37
-142
| -79% | -$3.84K | ﹤0.01% | 982 |
|
|
2016
Q3 | $7K | Hold |
179
| – | – | ﹤0.01% | 906 |
|
|
2016
Q2 | $7K | Hold |
179
| – | – | ﹤0.01% | 886 |
|
|
2016
Q1 | $5K | Buy |
+179
| New | +$5K | ﹤0.01% | 859 |
|
|
2013
Q4 | – | Sell |
-2,460
| Closed | -$69K | – | 943 |
|
|
2013
Q3 | $69K | Hold |
2,460
| – | – | ﹤0.01% | 532 |
|
|
2013
Q2 | $74K | Buy |
+2,460
| New | +$74K | ﹤0.01% | 523 |
|