SWA
SFMG Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,294
| Closed | -$262K | – | 297 |
|
|
2022
Q1 | $262K | Buy |
3,294
+28
| +0.9% | +$2.23K | 0.03% | 220 |
|
|
2021
Q4 | $203K | Buy |
+3,266
| New | +$203K | 0.02% | 268 |
|
|
2021
Q3 | – | Sell |
-3,272
| Closed | -$207K | – | 267 |
|
|
2021
Q2 | $207K | Buy |
+3,272
| New | +$207K | 0.02% | 242 |
|