J.P. Morgan Private Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $597K | Buy |
+16,164
| New | +$597K | ﹤0.01% | 1171 |
|
|
2023
Q2 | – | Sell |
-71,090
| Closed | -$3.48M | – | 1756 |
|
|
2023
Q1 | $3.48M | Buy |
71,090
+50,014
| +237% | +$2.45M | 0.01% | 692 |
|
|
2022
Q4 | $995K | Sell |
21,076
-1,237
| -6% | -$58.4K | ﹤0.01% | 1152 |
|
|
2022
Q3 | $938K | Sell |
22,313
-2,329
| -9% | -$97.9K | ﹤0.01% | 1168 |
|
|
2022
Q2 | $1.47M | Buy |
24,642
+579
| +2% | +$34.5K | ﹤0.01% | 955 |
|
|
2022
Q1 | $1.91M | Buy |
24,063
+117
| +0.5% | +$9.3K | ﹤0.01% | 917 |
|
|
2021
Q4 | $1.49M | Buy |
23,946
+596
| +3% | +$37K | ﹤0.01% | 1051 |
|
|
2021
Q3 | $1.27M | Buy |
23,350
+1,334
| +6% | +$72.4K | ﹤0.01% | 1106 |
|
|
2021
Q2 | $1.4M | Buy |
22,016
+1,226
| +6% | +$77.7K | ﹤0.01% | 1033 |
|
|
2021
Q1 | $1.25M | Sell |
20,790
-2,116
| -9% | -$128K | ﹤0.01% | 945 |
|
|
2020
Q4 | $1.37M | Sell |
22,906
-1,355
| -6% | -$81.2K | ﹤0.01% | 879 |
|
|
2020
Q3 | $1.54M | Buy |
24,261
+978
| +4% | +$62K | 0.01% | 730 |
|
|
2020
Q2 | $1.44M | Buy |
23,283
+1,810
| +8% | +$112K | 0.01% | 685 |
|
|
2020
Q1 | $972K | Buy |
21,473
+822
| +4% | +$37.2K | 0.01% | 722 |
|
|
2019
Q4 | $897K | Buy |
20,651
+1,875
| +10% | +$81.4K | ﹤0.01% | 836 |
|
|
2019
Q3 | $712K | Buy |
18,776
+3,479
| +23% | +$132K | ﹤0.01% | 881 |
|
|
2019
Q2 | $588K | Sell |
15,297
-4,319
| -22% | -$166K | ﹤0.01% | 924 |
|
|
2019
Q1 | $702K | Buy |
19,616
+548
| +3% | +$19.6K | ﹤0.01% | 899 |
|
|
2018
Q4 | $661K | Sell |
19,068
-7,005
| -27% | -$243K | ﹤0.01% | 872 |
|
|
2018
Q3 | $787K | Sell |
26,073
-150
| -0.6% | -$4.53K | ﹤0.01% | 909 |
|
|
2018
Q2 | $989K | Sell |
26,223
-2,128
| -8% | -$80.3K | 0.01% | 782 |
|
|
2018
Q1 | $1.11M | Sell |
28,351
-9,299
| -25% | -$363K | 0.01% | 625 |
|
|
2017
Q4 | $1.41M | Buy |
37,650
+8,357
| +29% | +$314K | 0.01% | 573 |
|
|
2017
Q3 | $1.1M | Buy |
29,293
+5
| +0% | +$188 | 0.01% | 601 |
|
|
2017
Q2 | $949K | Sell |
29,288
-538
| -2% | -$17.4K | 0.01% | 637 |
|
|
2017
Q1 | $983K | Buy |
29,826
+12,239
| +70% | +$403K | 0.01% | 637 |
|
|
2016
Q4 | $598K | Buy |
17,587
+4,238
| +32% | +$144K | 0.01% | 743 |
|
|
2016
Q3 | $525K | Buy |
13,349
+2,732
| +26% | +$107K | ﹤0.01% | 774 |
|
|
2016
Q2 | $415K | Buy |
+10,617
| New | +$415K | ﹤0.01% | 847 |
|
|
2014
Q3 | – | Sell |
-14,388
| Closed | -$366K | – | 1093 |
|
|
2014
Q2 | $366K | Sell |
14,388
-4,494
| -24% | -$114K | 0.01% | 656 |
|
|
2014
Q1 | $442K | Buy |
18,882
+4,625
| +32% | +$108K | 0.01% | 608 |
|
|
2013
Q4 | $328K | Sell |
14,257
-2,824
| -17% | -$65K | 0.01% | 521 |
|
|
2013
Q3 | $480K | Sell |
17,081
-6,040
| -26% | -$170K | 0.01% | 445 |
|
|
2013
Q2 | $692K | Buy |
+23,121
| New | +$692K | 0.02% | 371 |
|