Mount Yale Investment Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
+5,987
| New | +$349K | 0.03% | 418 |
|
|
2021
Q1 | – | Sell |
-11,715
| Closed | -$702K | – | 437 |
|
|
2020
Q4 | $702K | Sell |
11,715
-153
| -1% | -$9.17K | 0.1% | 213 |
|
|
2020
Q3 | $753K | Buy |
11,868
+276
| +2% | +$17.5K | 0.11% | 185 |
|
|
2020
Q2 | $716K | Buy |
+11,592
| New | +$716K | 0.13% | 170 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$49K | – | 604 |
|
|
2018
Q3 | $49K | Hold |
1,500
| – | – | 0.01% | 601 |
|
|
2018
Q2 | $57K | Sell |
1,500
-1,437
| -49% | -$54.6K | 0.01% | 602 |
|
|
2018
Q1 | $115K | Buy |
+2,937
| New | +$115K | 0.02% | 412 |
|