EverSource Wealth Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
8,522
+5,604
+192% +$326K 0.02% 455
2025
Q1
$141K Buy
2,918
+1,377
+89% +$66.5K 0.01% 784
2024
Q4
$57.3K Sell
1,541
-1,943
-56% -$72.3K ﹤0.01% 1131
2024
Q3
$186K Sell
3,484
-75
-2% -$4.01K 0.01% 582
2024
Q2
$175K Buy
3,559
+2,397
+206% +$118K 0.01% 605
2024
Q1
$47.2K Sell
1,162
-707
-38% -$28.7K ﹤0.01% 1004
2023
Q4
$77.4K Buy
1,869
+1,508
+418% +$62.4K 0.01% 733
2023
Q3
$13.3K Sell
361
-203
-36% -$7.5K ﹤0.01% 1291
2023
Q2
$24.1K Buy
564
+69
+14% +$2.94K ﹤0.01% 1076
2023
Q1
$24.3K Sell
495
-15
-3% -$735 ﹤0.01% 1007
2022
Q4
$24.1K Sell
510
-493
-49% -$23.3K ﹤0.01% 1008
2022
Q3
$42K Buy
1,003
+548
+120% +$22.9K 0.01% 677
2022
Q2
$27K Buy
455
+21
+5% +$1.25K 0.01% 754
2022
Q1
$35K Buy
434
+102
+31% +$8.23K 0.01% 537
2021
Q4
$20K Buy
+332
New +$20K 0.01% 688