WAS
Wealth Advisory Solutions’s Newmont NEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-58,903
| Closed | -$2.78M | – | 135 |
|
2022
Q4 | $2.78M | Sell |
58,903
-120,402
| -67% | -$5.68M | 0.75% | 40 |
|
2022
Q3 | $7.54M | Buy |
179,305
+17,462
| +11% | +$734K | 2.08% | 12 |
|
2022
Q2 | $9.66M | Sell |
161,843
-32,207
| -17% | -$1.92M | 2.38% | 7 |
|
2022
Q1 | $15.4M | Buy |
+194,050
| New | +$15.4M | 3.21% | 4 |
|
2021
Q3 | $4.85M | Buy |
+89,363
| New | +$4.85M | 1.08% | 27 |
|