TrinityPoint Wealth’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-17,430
| Closed | -$733K | – | 291 |
|
2022
Q3 | $733K | Buy |
17,430
+940
| +6% | +$39.5K | 0.17% | 131 |
|
2022
Q2 | $984K | Hold |
16,490
| – | – | 0.22% | 103 |
|
2022
Q1 | $1.31M | Buy |
16,490
+2,162
| +15% | +$172K | 0.24% | 92 |
|
2021
Q4 | $889K | Sell |
14,328
-1,658
| -10% | -$103K | 0.16% | 124 |
|
2021
Q3 | $868K | Buy |
15,986
+159
| +1% | +$8.63K | 0.17% | 127 |
|
2021
Q2 | $1M | Buy |
15,827
+1,062
| +7% | +$67.3K | 0.21% | 108 |
|
2021
Q1 | $890K | Buy |
14,765
+3,019
| +26% | +$182K | 0.21% | 107 |
|
2020
Q4 | $722K | Buy |
+11,746
| New | +$722K | 0.17% | 116 |
|