SFWA
Summit Financial Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $311K | Hold |
6,439
| – | – | 0.06% | 111 |
|
|
2024
Q4 | $278K | Hold |
6,439
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $344K | Hold |
6,439
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $270K | Hold |
6,439
| – | – | 0.05% | 113 |
|
|
2024
Q1 | $231K | Buy |
6,439
+1,000
| +18% | +$35.8K | 0.05% | 122 |
|
|
2023
Q4 | $225K | Buy |
+5,439
| New | +$225K | 0.05% | 116 |
|
|
2022
Q2 | – | Sell |
-2,722
| Closed | -$216K | – | 141 |
|
|
2022
Q1 | $216K | Buy |
+2,722
| New | +$216K | 0.04% | 119 |
|