Valley Forge Investment Consultants’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,800
| Closed | -$222K | – | 86 |
|
2022
Q1 | $222K | Sell |
2,800
-1,600
| -36% | -$127K | 0.09% | 72 |
|
2021
Q4 | $273K | Hold |
4,400
| – | – | 0.12% | 59 |
|
2021
Q3 | $239K | Hold |
4,400
| – | – | 0.13% | 64 |
|
2021
Q2 | $279K | Hold |
4,400
| – | – | 0.15% | 60 |
|
2021
Q1 | $265K | Buy |
4,400
+1,000
| +29% | +$60.2K | 0.18% | 56 |
|
2020
Q4 | $204K | Buy |
+3,400
| New | +$204K | 0.18% | 55 |
|