Mount Yale Investment Advisors’s Newmont NEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.21M	Buy	11,200 +7,616	+213%	+$878K	0.03%	480
2025 Q4	$358K	Buy	3,584 +713	+25%	+$64.4K	0.02%	542
2025 Q3	$242K	Sell	2,871 -3,116	-52%	-$217K	0.02%	573
2025 Q2	$349K	Buy	+5,987	New	+$320K	0.03%	418
2021 Q1	–	Sell	-11,715	Closed	-$702K	–	440
2020 Q4	$702K	Sell	11,715 -153	-1%	-$9.43K	0.1%	213
2020 Q3	$753K	Buy	11,868 +276	+2%	+$18K	0.12%	187
2020 Q2	$716K	Buy	+11,592	New	+$686K	0.13%	170
2018 Q4	–	Sell	-1,500	Closed	-$49K	–	605
2018 Q3	$49K	Hold	1,500	–	–	0.01%	601
2018 Q2	$57K	Sell	1,500 -1,437	-49%	-$56.5K	0.01%	604
2018 Q1	$115K	Buy	+2,937	New	+$113K	0.02%	413