PWAG
Polaris Wealth Advisory Group’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-73,497
| Closed | -$4.51M | – | 176 |
|
|
2020
Q2 | $4.51M | Buy |
+73,497
| New | +$4.51M | 0.36% | 60 |
|
|
2019
Q4 | – | Sell |
-812,839
| Closed | -$30.8M | – | 172 |
|
|
2019
Q3 | $30.8M | Buy |
812,839
+21,622
| +3% | +$819K | 2.51% | 5 |
|
|
2019
Q2 | $30M | Buy |
+791,217
| New | +$30M | 2.27% | 8 |
|
|
2018
Q4 | – | Sell |
-948
| Closed | -$29K | – | 336 |
|
|
2018
Q3 | $29K | Buy |
948
+840
| +778% | +$25.7K | ﹤0.01% | 296 |
|
|
2018
Q2 | $4K | Sell |
108
-30
| -22% | -$1.11K | ﹤0.01% | 228 |
|
|
2018
Q1 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 405 |
|