L.J. Altfest & Co’s New Gold Inc NGD Stock Holding History

L.J. Altfest & Co’s Portfolio NGD Stock Details NGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22,963	Closed	-$200K	–	369
2025 Q4	$200K	Sell	22,963 -5,447	-19%	-$41K	0.02%	325
2025 Q3	$204K	Sell	28,410 -650	-2%	-$3.52K	0.02%	323
2025 Q2	$144K	Hold	29,060	–	–	0.02%	325
2025 Q1	$108K	Hold	29,060	–	–	0.01%	313
2024 Q4	$72.1K	Buy	29,060 +13,150	+83%	+$36.3K	0.01%	321
2024 Q3	$46K	Buy	+15,910	New	+$39.3K	0.01%	330

Other funds holding NGD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

L.J. Altfest & Co's NGD Position: Q1 2026 in Review

L.J. Altfest & Co sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 22,963 shares — an estimated $200K sold.

L.J. Altfest & Co first reported a position in NGD in Q3 2024 and held it in 6 quarters. The position peaked at $204K in Q3 2025. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

L.J. Altfest & Co reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 22,963 New Gold Inc shares in Q1 2026, an estimated $200K.
L.J. Altfest & Co first reported a position in New Gold Inc in Q3 2024 and held it in 6 quarters.
L.J. Altfest & Co's New Gold Inc position peaked at $204K in Q3 2025.
2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.