UIA
UBP Investment Advisors’s Newmont NEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,543
| Closed | -$330K | – | 98 |
|
2022
Q2 | $330K | Sell |
5,543
-14,680
| -73% | -$874K | 0.13% | 84 |
|
2022
Q1 | $1.61M | Sell |
20,223
-502
| -2% | -$40K | 0.6% | 34 |
|
2021
Q4 | $1.29M | Buy |
20,725
+213
| +1% | +$13.3K | 0.47% | 38 |
|
2021
Q3 | $1.11M | Buy |
20,512
+234
| +1% | +$12.7K | 0.43% | 51 |
|
2021
Q2 | $1.29M | Buy |
20,278
+5,434
| +37% | +$346K | 0.48% | 46 |
|
2021
Q1 | $890K | Buy |
+14,844
| New | +$890K | 0.36% | 57 |
|