Kingswood Wealth Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,385
| Closed | -$341K | – | 871 |
|
|
2024
Q3 | $341K | Buy |
6,385
+2
| +0% | +$107 | 0.02% | 546 |
|
|
2024
Q2 | $267K | Buy |
+6,383
| New | +$267K | 0.02% | 554 |
|
|
2024
Q1 | – | Sell |
-9,895
| Closed | -$410K | – | 670 |
|
|
2023
Q4 | $410K | Sell |
9,895
-178
| -2% | -$7.37K | 0.05% | 392 |
|
|
2023
Q3 | $372K | Buy |
+10,073
| New | +$372K | 0.06% | 299 |
|