VWA
V Wealth Advisors’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,153
| Closed | -$204K | – | 396 |
|
|
2023
Q1 | $204K | Buy |
+4,153
| New | +$204K | 0.04% | 360 |
|
|
2022
Q3 | – | Sell |
-11,014
| Closed | -$657K | – | 397 |
|
|
2022
Q2 | $657K | Sell |
11,014
-9
| -0.1% | -$537 | 0.12% | 182 |
|
|
2022
Q1 | $876K | Buy |
11,023
+747
| +7% | +$59.4K | 0.14% | 166 |
|
|
2021
Q4 | $638K | Sell |
10,276
-1,617
| -14% | -$100K | 0.09% | 211 |
|
|
2021
Q3 | $646K | Buy |
11,893
+1,458
| +14% | +$79.2K | 0.1% | 212 |
|
|
2021
Q2 | $663K | Buy |
10,435
+2,346
| +29% | +$149K | 0.11% | 216 |
|
|
2021
Q1 | $487K | Buy |
8,089
+1,143
| +16% | +$68.8K | 0.09% | 250 |
|
|
2020
Q4 | $416K | Buy |
+6,946
| New | +$416K | 0.09% | 238 |
|
|
2020
Q3 | – | Sell |
-6,018
| Closed | -$372K | – | 274 |
|
|
2020
Q2 | $372K | Buy |
6,018
+824
| +16% | +$50.9K | 0.1% | 228 |
|
|
2020
Q1 | $235K | Buy |
+5,194
| New | +$235K | 0.07% | 265 |
|