IWA
IVC Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
13,947
+173
| +1% | +$10.1K | 0.4% | 54 |
|
|
2025
Q1 | $665K | Buy |
13,774
+1,085
| +9% | +$52.4K | 0.36% | 59 |
|
|
2024
Q4 | $472K | Sell |
12,689
-282
| -2% | -$10.5K | 0.26% | 76 |
|
|
2024
Q3 | $693K | Sell |
12,971
-3,620
| -22% | -$193K | 0.38% | 62 |
|
|
2024
Q2 | $695K | Sell |
16,591
-109
| -0.7% | -$4.56K | 0.39% | 61 |
|
|
2024
Q1 | $599K | Buy |
16,700
+2,113
| +14% | +$75.7K | 0.35% | 66 |
|
|
2023
Q4 | $604K | Buy |
14,587
+788
| +6% | +$32.6K | 0.38% | 67 |
|
|
2023
Q3 | $510K | Buy |
+13,799
| New | +$510K | 0.34% | 73 |
|