PWA
Primoris Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,000
| Closed | -$748K | – | 100 |
|
|
2024
Q3 | $748K | Sell |
14,000
-500
| -3% | -$26.7K | 0.54% | 50 |
|
|
2024
Q2 | $607K | Buy |
+14,500
| New | +$607K | 0.48% | 55 |
|
|
2023
Q2 | – | Sell |
-41,603
| Closed | -$2.04M | – | 71 |
|
|
2023
Q1 | $2.04M | Buy |
+41,603
| New | +$2.04M | 2.51% | 15 |
|