Oxford Financial 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 |
-5,097
| Closed | -$272K | – | 317 |
|
|
2024
Q3 | $272K | Sell |
5,097
-50
| -1% | -$2.67K | 0.02% | 209 |
|
|
2024
Q2 | $216K | Buy |
+5,147
| New | +$216K | 0.01% | 246 |
|
|
2024
Q1 | – | Sell |
-4,962
| Closed | -$205K | – | 291 |
|
|
2023
Q4 | $205K | Sell |
4,962
-1,491
| -23% | -$61.7K | 0.02% | 225 |
|
|
2023
Q3 | $238K | Sell |
6,453
-113
| -2% | -$4.18K | 0.02% | 194 |
|
|
2023
Q2 | $280K | Buy |
+6,566
| New | +$280K | 0.03% | 186 |
|