Schechter Investment Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $218K | Buy |
+4,507
| New | +$218K | 0.02% | 541 |
|
|
2024
Q4 | – | Sell |
-6,109
| Closed | -$327K | – | 690 |
|
|
2024
Q3 | $327K | Buy |
6,109
+411
| +7% | +$22K | 0.02% | 480 |
|
|
2024
Q2 | $239K | Buy |
+5,698
| New | +$239K | 0.02% | 519 |
|
|
2022
Q3 | – | Sell |
-5,472
| Closed | -$326K | – | 973 |
|
|
2022
Q2 | $326K | Sell |
5,472
-713
| -12% | -$42.5K | 0.03% | 677 |
|
|
2022
Q1 | $491K | Sell |
6,185
-1,842
| -23% | -$146K | 0.05% | 532 |
|
|
2021
Q4 | $498K | Buy |
+8,027
| New | +$498K | 0.04% | 503 |
|