Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,591
| Closed | -$225K | – | 534 |
|
|
2023
Q1 | $225K | Sell |
4,591
-5,879
| -56% | -$285K | 0.02% | 460 |
|
|
2022
Q4 | $494K | Buy |
10,470
+160
| +2% | +$7.14K | 0.05% | 276 |
|
|
2022
Q3 | $433K | Buy |
10,310
+136
| +1% | +$6.35K | 0.05% | 290 |
|
|
2022
Q2 | $607K | Sell |
10,174
-1,610
| -14% | -$114K | 0.06% | 251 |
|
|
2022
Q1 | $937K | Sell |
11,784
-6,961
| -37% | -$471K | 0.09% | 221 |
|
|
2021
Q4 | $1.16M | Sell |
18,745
-2,551
| -12% | -$145K | 0.1% | 214 |
|
|
2021
Q3 | $1.16M | Buy |
21,296
+15,926
| +297% | +$939K | 0.11% | 197 |
|
|
2021
Q2 | $340K | Buy |
+5,370
| New | +$360K | 0.03% | 386 |
|
|
2021
Q1 | – | Sell |
-5,514
| Closed | -$330K | – | 286 |
|
|
2020
Q4 | $330K | Buy |
+5,514
| New | +$340K | 0.04% | 343 |
|
|
2020
Q3 | – | Sell |
-3,660
| Closed | -$226K | – | 176 |
|
|
2020
Q2 | $226K | Buy |
+3,660
| New | +$217K | 0.04% | 287 |
|
|
2015
Q4 | – | Sell |
-1,130
| Closed | -$18K | – | 664 |
|
|
2015
Q3 | $18K | Sell |
1,130
-415
| -27% | -$7.43K | ﹤0.01% | 578 |
|
|
2015
Q2 | $36K | Sell |
1,545
-928
| -38% | -$23.2K | 0.01% | 472 |
|
|
2015
Q1 | $54K | Sell |
2,473
-2,460
| -50% | -$57.5K | 0.01% | 417 |
|
|
2014
Q4 | $93K | Sell |
4,933
-1,884
| -28% | -$37.9K | 0.02% | 321 |
|
|
2014
Q3 | $157K | Sell |
6,817
-199
| -3% | -$5.08K | 0.05% | 248 |
|
|
2014
Q2 | $178K | Buy |
7,016
+1,205
| +21% | +$29K | 0.06% | 212 |
|
|
2014
Q1 | $136K | Buy |
5,811
+1,064
| +22% | +$25.3K | 0.06% | 230 |
|
|
2013
Q4 | $109K | Sell |
4,747
-418
| -8% | -$10.7K | 0.06% | 200 |
|
|
2013
Q3 | $145K | Buy |
5,165
+2,415
| +88% | +$71.6K | 0.08% | 197 |
|
|
2013
Q2 | $82K | Buy |
+2,750
| New | +$92.3K | 0.05% | 250 |
|
Other funds holding NEM
