Trevor, Stewart, Burton & Jacobsen’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-885
| Closed | -$205K | – | 48 |
|
|
2014
Q4 | $205K | Sell |
885
-28,915
| -97% | -$6.7M | 0.16% | 44 |
|
|
2014
Q3 | $687K | Sell |
29,800
-1,000
| -3% | -$23.1K | 0.44% | 34 |
|
|
2014
Q2 | $784K | Sell |
30,800
-11,000
| -26% | -$280K | 0.41% | 40 |
|
|
2014
Q1 | $980K | Sell |
41,800
-48,700
| -54% | -$1.14M | 0.47% | 36 |
|
|
2013
Q4 | $2.08M | Sell |
90,500
-75,050
| -45% | -$1.73M | 0.95% | 28 |
|
|
2013
Q3 | $4.65M | Sell |
165,550
-14,300
| -8% | -$402K | 2.4% | 23 |
|
|
2013
Q2 | $5.39M | Buy |
+179,850
| New | +$5.39M | 2.88% | 21 |
|