J.W. Cole 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 | $2.61M | Buy |
44,879
+3,599
| +9% | +$210K | 0.06% | 326 |
|
|
2025
Q1 | $1.99M | Buy |
+41,280
| New | +$1.99M | 0.06% | 323 |
|
|
2024
Q4 | – | Sell |
-8,438
| Closed | -$451K | – | 983 |
|
|
2024
Q3 | $451K | Buy |
8,438
+309
| +4% | +$16.5K | 0.02% | 634 |
|
|
2024
Q2 | $340K | Sell |
8,129
-5
| -0.1% | -$209 | 0.02% | 662 |
|
|
2024
Q1 | $292K | Buy |
8,134
+346
| +4% | +$12.4K | 0.01% | 701 |
|
|
2023
Q4 | $322K | Buy |
7,788
+378
| +5% | +$15.6K | 0.02% | 620 |
|
|
2023
Q3 | $274K | Sell |
7,410
-2,125
| -22% | -$78.5K | 0.02% | 587 |
|
|
2023
Q2 | $407K | Sell |
9,535
-2,970
| -24% | -$127K | 0.03% | 478 |
|
|
2023
Q1 | $613K | Buy |
12,505
+107
| +0.9% | +$5.25K | 0.04% | 395 |
|
|
2022
Q4 | $585K | Sell |
12,398
-1,267
| -9% | -$59.8K | 0.05% | 382 |
|
|
2022
Q3 | $574K | Buy |
13,665
+466
| +4% | +$19.6K | 0.05% | 359 |
|
|
2022
Q2 | $788K | Sell |
13,199
-1,927
| -13% | -$115K | 0.06% | 304 |
|
|
2022
Q1 | $1.2M | Sell |
15,126
-1,312
| -8% | -$104K | 0.08% | 255 |
|
|
2021
Q4 | $1.02M | Sell |
16,438
-1,425
| -8% | -$88.3K | 0.07% | 294 |
|
|
2021
Q3 | $970K | Sell |
17,863
-205
| -1% | -$11.1K | 0.07% | 168 |
|
|
2021
Q2 | $1.15M | Buy |
18,068
+2,279
| +14% | +$144K | 0.09% | 254 |
|
|
2021
Q1 | $952K | Buy |
15,789
+8,055
| +104% | +$486K | 0.09% | 246 |
|
|
2020
Q4 | $463K | Sell |
7,734
-58,554
| -88% | -$3.51M | 0.05% | 362 |
|
|
2020
Q3 | $4.21M | Buy |
+66,288
| New | +$4.21M | 0.32% | 73 |
|