SWA
Sutton Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.64K | Buy |
261
+29
| +13% | +$1.07K | ﹤0.01% | 478 |
|
|
2023
Q2 | $9.9K | Sell |
232
-170
| -42% | -$7.25K | ﹤0.01% | 458 |
|
|
2023
Q1 | $19.7K | Sell |
402
-1,189
| -75% | -$58.3K | 0.01% | 315 |
|
|
2022
Q4 | $75.1K | Buy |
1,591
+49
| +3% | +$2.31K | 0.03% | 298 |
|
|
2022
Q3 | $64.8K | Buy |
1,542
+61
| +4% | +$2.56K | 0.03% | 326 |
|
|
2022
Q2 | $88.4K | Buy |
1,481
+55
| +4% | +$3.28K | 0.04% | 256 |
|
|
2022
Q1 | $113K | Buy |
1,426
+26
| +2% | +$2.07K | 0.04% | 231 |
|
|
2021
Q4 | $86.8K | Sell |
1,400
-37
| -3% | -$2.3K | 0.03% | 288 |
|
|
2021
Q3 | $78K | Sell |
1,437
-48
| -3% | -$2.61K | 0.03% | 288 |
|
|
2021
Q2 | $94.1K | Hold |
1,485
| – | – | 0.03% | 260 |
|
|
2021
Q1 | $89.5K | Buy |
1,485
+9
| +0.6% | +$542 | 0.04% | 258 |
|
|
2020
Q4 | $88.4K | Buy |
1,476
+37
| +3% | +$2.22K | 0.04% | 241 |
|
|
2020
Q3 | $91.3K | Buy |
1,439
+16
| +1% | +$1.02K | 0.04% | 221 |
|
|
2020
Q2 | $87.9K | Hold |
1,423
| – | – | 0.05% | 220 |
|
|
2020
Q1 | $64.4K | Buy |
1,423
+43
| +3% | +$1.95K | 0.04% | 233 |
|
|
2019
Q4 | $60K | Buy |
1,380
+7
| +0.5% | +$304 | 0.03% | 278 |
|
|
2019
Q3 | $52.1K | Buy |
1,373
+27
| +2% | +$1.02K | 0.03% | 292 |
|
|
2019
Q2 | $51.8K | Buy |
1,346
+26
| +2% | +$1K | 0.03% | 293 |
|
|
2019
Q1 | $47.2K | Hold |
1,320
| – | – | 0.03% | 308 |
|
|
2018
Q4 | $45.7K | Buy |
1,320
+93
| +8% | +$3.22K | 0.03% | 287 |
|
|
2018
Q3 | $37.1K | Hold |
1,227
| – | – | 0.02% | 367 |
|
|
2018
Q2 | $46.3K | Sell |
1,227
-46
| -4% | -$1.74K | 0.03% | 307 |
|
|
2018
Q1 | $49.7K | Hold |
1,273
| – | – | 0.04% | 273 |
|
|
2017
Q4 | $47.8K | Hold |
1,273
| – | – | 0.04% | 285 |
|
|
2017
Q3 | $47.8K | Hold |
1,273
| – | – | 0.04% | 278 |
|
|
2017
Q2 | $41.2K | Buy |
1,273
+58
| +5% | +$1.88K | 0.03% | 297 |
|
|
2017
Q1 | $40K | Sell |
1,215
-37
| -3% | -$1.22K | 0.03% | 300 |
|
|
2016
Q4 | $42.7K | Hold |
1,252
| – | – | 0.04% | 291 |
|
|
2016
Q3 | $49.2K | Buy |
1,252
+35
| +3% | +$1.38K | 0.04% | 259 |
|
|
2016
Q2 | $47.6K | Hold |
1,217
| – | – | 0.04% | 252 |
|
|
2016
Q1 | $32.3K | Buy |
+1,217
| New | +$32.3K | 0.03% | 320 |
|