SWMP
Signature Wealth Management Partners’s Newmont NEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $982K | Buy |
16,850
+1
| +0% | +$58 | 0.56% | 35 |
|
2025
Q1 | $813K | Buy |
16,849
+962
| +6% | +$46.4K | 0.53% | 38 |
|
2024
Q4 | $591K | Buy |
15,887
+2,000
| +14% | +$74.4K | 0.41% | 53 |
|
2024
Q3 | $742K | Sell |
13,887
-675
| -5% | -$36.1K | 0.54% | 42 |
|
2024
Q2 | $610K | Buy |
14,562
+7,112
| +95% | +$298K | 0.46% | 49 |
|
2024
Q1 | $267K | Buy |
+7,450
| New | +$267K | 0.22% | 84 |
|