Lake Street Advisors Group’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
-5,873
Closed -$314K 668
2024
Q3
$314K Sell
5,873
-1,373
-19% -$73.4K 0.01% 436
2024
Q2
$303K Buy
7,246
+437
+6% +$18.3K 0.01% 443
2024
Q1
$244K Sell
6,809
-7,370
-52% -$264K 0.01% 507
2023
Q4
$587K Buy
+14,179
New +$587K 0.03% 299
2021
Q3
Sell
-4,166
Closed -$243K 358
2021
Q2
$243K Sell
4,166
-218
-5% -$12.7K 0.02% 282
2021
Q1
$264K Sell
4,384
-25
-0.6% -$1.51K 0.02% 256
2020
Q4
$264K Sell
4,409
-3,637
-45% -$218K 0.02% 245
2020
Q3
$511K Sell
8,046
-171
-2% -$10.9K 0.05% 142
2020
Q2
$507K Buy
8,217
+227
+3% +$14K 0.05% 134
2020
Q1
$362K Sell
7,990
-2,202
-22% -$99.8K 0.05% 146
2019
Q4
$443K Buy
10,192
+410
+4% +$17.8K 0.04% 127
2019
Q3
$349K Buy
9,782
+114
+1% +$4.07K 0.04% 129
2019
Q2
$372K Buy
9,668
+454
+5% +$17.5K 0.04% 127
2019
Q1
$330K Buy
9,214
+68
+0.7% +$2.44K 0.03% 140
2018
Q4
$317K Buy
9,146
+1,231
+16% +$42.7K 0.04% 130
2018
Q3
$239K Sell
7,915
-2,673
-25% -$80.7K 0.03% 172
2018
Q2
$399K Sell
10,588
-2,822
-21% -$106K 0.04% 186
2018
Q1
$524K Buy
13,410
+310
+2% +$12.1K 0.06% 128
2017
Q4
$492K Buy
+13,100
New +$492K 0.06% 146