Mark Sheptoff Financial Planning’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-730
| Closed | -$46K | – | 408 |
|
|
2021
Q2 | $46K | Hold |
730
| – | – | 0.02% | 194 |
|
|
2021
Q1 | $44K | Sell |
730
-600
| -45% | -$36.2K | 0.03% | 174 |
|
|
2020
Q4 | $80K | Buy |
1,330
+850
| +177% | +$51.1K | 0.05% | 138 |
|
|
2020
Q3 | $30K | Buy |
480
+200
| +71% | +$12.5K | 0.02% | 169 |
|
|
2020
Q2 | $17K | Hold |
280
| – | – | 0.01% | 211 |
|
|
2020
Q1 | $13K | Hold |
280
| – | – | 0.01% | 208 |
|
|
2019
Q4 | $12K | Hold |
280
| – | – | 0.01% | 269 |
|
|
2019
Q3 | $11K | Buy |
+280
| New | +$11K | 0.01% | 266 |
|