TWA
TCI Wealth Advisors’s Newmont NEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,055
| Closed | -$101K | – | 1483 |
|
2023
Q1 | $101K | Buy |
2,055
+107
| +5% | +$5.25K | 0.01% | 285 |
|
2022
Q4 | $91.9K | Buy |
1,948
+313
| +19% | +$14.8K | 0.01% | 280 |
|
2022
Q3 | $69K | Sell |
1,635
-617
| -27% | -$26K | 0.01% | 307 |
|
2022
Q2 | $134K | Sell |
2,252
-18
| -0.8% | -$1.07K | 0.02% | 213 |
|
2022
Q1 | $180K | Sell |
2,270
-14
| -0.6% | -$1.11K | 0.03% | 189 |
|
2021
Q4 | $142K | Buy |
2,284
+316
| +16% | +$19.6K | 0.02% | 213 |
|
2021
Q3 | $107K | Buy |
1,968
+123
| +7% | +$6.69K | 0.02% | 258 |
|
2021
Q2 | $117K | Buy |
1,845
+79
| +4% | +$5.01K | 0.02% | 235 |
|
2021
Q1 | $106K | Buy |
1,766
+161
| +10% | +$9.66K | 0.05% | 215 |
|
2020
Q4 | $96K | Sell |
1,605
-14
| -0.9% | -$837 | 0.04% | 211 |
|
2020
Q3 | $103K | Buy |
1,619
+9
| +0.6% | +$573 | 0.04% | 188 |
|
2020
Q2 | $99K | Sell |
1,610
-1
| -0.1% | -$61 | 0.04% | 199 |
|
2020
Q1 | $73K | Sell |
1,611
-102
| -6% | -$4.62K | 0.04% | 238 |
|
2019
Q4 | $74K | Buy |
1,713
+84
| +5% | +$3.63K | 0.03% | 303 |
|
2019
Q3 | $62K | Sell |
1,629
-1,067
| -40% | -$40.6K | 0.03% | 286 |
|
2019
Q2 | $104K | Buy |
2,696
+136
| +5% | +$5.25K | 0.05% | 201 |
|
2019
Q1 | $92K | Buy |
2,560
+3
| +0.1% | +$108 | 0.04% | 236 |
|
2018
Q4 | $89K | Buy |
2,557
+22
| +0.9% | +$766 | 0.04% | 224 |
|
2018
Q3 | $77K | Sell |
2,535
-30
| -1% | -$911 | 0.03% | 261 |
|
2018
Q2 | $97K | Buy |
2,565
+49
| +2% | +$1.85K | 0.04% | 227 |
|
2018
Q1 | $98K | Buy |
2,516
+8
| +0.3% | +$312 | 0.05% | 222 |
|
2017
Q4 | $94K | Buy |
2,508
+2
| +0.1% | +$75 | 0.04% | 239 |
|
2017
Q3 | $94K | Buy |
2,506
+47
| +2% | +$1.76K | 0.05% | 220 |
|
2017
Q2 | $80K | Buy |
2,459
+22
| +0.9% | +$716 | 0.04% | 235 |
|
2017
Q1 | $80K | Sell |
2,437
-259
| -10% | -$8.5K | 0.04% | 239 |
|
2016
Q4 | $92K | Buy |
2,696
+244
| +10% | +$8.33K | 0.05% | 235 |
|
2016
Q3 | $96K | Buy |
2,452
+23
| +0.9% | +$900 | 0.05% | 213 |
|
2016
Q2 | $95K | Sell |
2,429
-232
| -9% | -$9.07K | 0.05% | 211 |
|
2016
Q1 | $71K | Buy |
2,661
+151
| +6% | +$4.03K | 0.04% | 247 |
|
2015
Q4 | $45K | Sell |
2,510
-297
| -11% | -$5.33K | 0.03% | 320 |
|
2015
Q3 | $45K | Buy |
2,807
+98
| +4% | +$1.57K | 0.03% | 300 |
|
2015
Q2 | $63K | Buy |
2,709
+252
| +10% | +$5.86K | 0.04% | 251 |
|
2015
Q1 | $53K | Sell |
2,457
-325
| -12% | -$7.01K | 0.03% | 236 |
|
2014
Q4 | $53K | Buy |
2,782
+3
| +0.1% | +$57 | 0.03% | 241 |
|
2014
Q3 | $64K | Buy |
2,779
+331
| +14% | +$7.62K | 0.04% | 219 |
|
2014
Q2 | $62K | Sell |
2,448
-65
| -3% | -$1.65K | 0.04% | 226 |
|
2014
Q1 | $59K | Sell |
2,513
-254
| -9% | -$5.96K | 0.04% | 217 |
|
2013
Q4 | $64K | Buy |
2,767
+18
| +0.7% | +$416 | 0.04% | 216 |
|
2013
Q3 | $77K | Sell |
2,749
-490
| -15% | -$13.7K | 0.06% | 170 |
|
2013
Q2 | $97K | Buy |
+3,239
| New | +$97K | 0.07% | 154 |
|