Marcum Wealth’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,948
| Closed | -$236K | – | 390 |
|
|
2022
Q2 | $236K | Buy |
+3,948
| New | +$236K | 0.04% | 271 |
|
|
2022
Q1 | – | Sell |
-3,566
| Closed | -$221K | – | 396 |
|
|
2021
Q4 | $221K | Sell |
3,566
-3,271
| -48% | -$203K | 0.03% | 310 |
|
|
2021
Q3 | $371K | Buy |
6,837
+2,553
| +60% | +$139K | 0.06% | 204 |
|
|
2021
Q2 | $272K | Sell |
4,284
-72
| -2% | -$4.57K | 0.04% | 232 |
|
|
2021
Q1 | $263K | Buy |
+4,356
| New | +$263K | 0.04% | 241 |
|