Rockbridge Investment Management’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60
| Closed | -$2.48K | – | 444 |
|
|
2023
Q4 | $2.48K | Buy |
+60
| New | +$2.48K | ﹤0.01% | 539 |
|
|
2022
Q3 | – | Sell |
-185
| Closed | -$11K | – | 415 |
|
|
2022
Q2 | $11K | Hold |
185
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $15.3K | Sell |
185
-31
| -14% | -$2.57K | ﹤0.01% | 442 |
|
|
2021
Q4 | $13K | Hold |
216
| – | – | ﹤0.01% | 539 |
|
|
2021
Q3 | $12K | Hold |
216
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $14K | Hold |
216
| – | – | ﹤0.01% | 476 |
|
|
2021
Q1 | $13K | Buy |
216
+60
| +38% | +$3.61K | ﹤0.01% | 472 |
|
|
2020
Q4 | $9K | Hold |
156
| – | – | ﹤0.01% | 517 |
|
|
2020
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 466 |
|
|
2020
Q2 | $10K | Buy |
+156
| New | +$10K | ﹤0.01% | 427 |
|