Strategic Wealth Partners’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.4K | Buy |
+402
| New | +$23.4K | ﹤0.01% | 620 |
|
2021
Q3 | – | Sell |
-17,156
| Closed | -$1.09M | – | 237 |
|
2021
Q2 | $1.09M | Buy |
17,156
+652
| +4% | +$41.3K | 0.35% | 80 |
|
2021
Q1 | $995K | Buy |
+16,504
| New | +$995K | 0.4% | 64 |
|
2019
Q4 | – | Sell |
-557
| Closed | -$20 | – | 369 |
|
2019
Q3 | $20 | Buy |
557
+164
| +42% | +$6 | ﹤0.01% | 387 |
|
2019
Q2 | $15K | Buy |
393
+293
| +293% | +$11.2K | 0.01% | 413 |
|
2019
Q1 | $4K | Sell |
100
-14
| -12% | -$560 | ﹤0.01% | 677 |
|
2018
Q4 | $4K | Buy |
114
+14
| +14% | +$491 | ﹤0.01% | 591 |
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 590 |
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 659 |
|
2018
Q1 | $4K | Sell |
100
-300
| -75% | -$12K | ﹤0.01% | 675 |
|
2017
Q4 | $15K | Buy |
+400
| New | +$15K | 0.01% | 416 |
|