SBSB
Sullivan, Bruyette, Speros & Blaney’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $236K | Buy |
3,924
+24
| +0.6% | +$1.44K | 0.01% | 276 |
|
|
2020
Q4 | $234K | Hold |
3,900
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $247K | Hold |
3,900
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $241K | Hold |
3,900
| – | – | 0.01% | 210 |
|
|
2020
Q1 | $177K | Buy |
3,900
+52
| +1% | +$2.36K | 0.01% | 222 |
|
|
2019
Q4 | $167K | Hold |
3,848
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $146K | Buy |
+3,848
| New | +$146K | 0.01% | 284 |
|
|
2018
Q3 | – | Sell |
-5,881
| Closed | -$222K | – | 171 |
|
|
2018
Q2 | $222K | Hold |
5,881
| – | – | 0.02% | 152 |
|
|
2018
Q1 | $230K | Sell |
5,881
-1,000
| -15% | -$39.1K | 0.02% | 147 |
|
|
2017
Q4 | $258K | Buy |
6,881
+1,000
| +17% | +$37.5K | 0.02% | 144 |
|
|
2017
Q3 | $221K | Buy |
+5,881
| New | +$221K | 0.02% | 146 |
|
|
2016
Q4 | – | Sell |
-5,181
| Closed | -$204K | – | 143 |
|
|
2016
Q3 | $204K | Hold |
5,181
| – | – | 0.02% | 133 |
|
|
2016
Q2 | $203K | Buy |
+5,181
| New | +$203K | 0.02% | 131 |
|