Wealthcare Advisory Partners’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,722
| Closed | -$231K | – | 744 |
|
|
2023
Q1 | $231K | Sell |
4,722
-1,986
| -30% | -$97.4K | 0.01% | 654 |
|
|
2022
Q4 | $317K | Sell |
6,708
-2,742
| -29% | -$129K | 0.02% | 522 |
|
|
2022
Q3 | $397K | Buy |
9,450
+2,578
| +38% | +$108K | 0.02% | 416 |
|
|
2022
Q2 | $410K | Buy |
6,872
+337
| +5% | +$20.1K | 0.02% | 368 |
|
|
2022
Q1 | $519K | Sell |
6,535
-108
| -2% | -$8.58K | 0.03% | 304 |
|
|
2021
Q4 | $412K | Buy |
6,643
+1,377
| +26% | +$85.4K | 0.02% | 360 |
|
|
2021
Q3 | $286K | Buy |
+5,266
| New | +$286K | 0.02% | 431 |
|
|
2021
Q2 | – | Sell |
-4,103
| Closed | -$247K | – | 1370 |
|
|
2021
Q1 | $247K | Sell |
4,103
-41
| -1% | -$2.47K | 0.02% | 439 |
|
|
2020
Q4 | $248K | Buy |
+4,144
| New | +$248K | 0.02% | 359 |
|
|
2020
Q2 | – | Sell |
-781
| Closed | -$35K | – | 992 |
|
|
2020
Q1 | $35K | Buy |
781
+22
| +3% | +$986 | 0.01% | 589 |
|
|
2019
Q4 | $33K | Hold |
759
| – | – | ﹤0.01% | 639 |
|
|
2019
Q3 | $29K | Buy |
759
+65
| +9% | +$2.48K | ﹤0.01% | 660 |
|
|
2019
Q2 | $27K | Buy |
694
+32
| +5% | +$1.25K | ﹤0.01% | 654 |
|
|
2019
Q1 | $24K | Hold |
662
| – | – | ﹤0.01% | 618 |
|
|
2018
Q4 | $23K | Hold |
662
| – | – | ﹤0.01% | 591 |
|
|
2018
Q3 | $20K | Hold |
662
| – | – | ﹤0.01% | 675 |
|
|
2018
Q2 | $25K | Hold |
662
| – | – | ﹤0.01% | 618 |
|
|
2018
Q1 | $26K | Hold |
662
| – | – | 0.01% | 538 |
|
|
2017
Q4 | $25K | Hold |
662
| – | – | 0.01% | 496 |
|
|
2017
Q3 | $25K | Buy |
+662
| New | +$25K | 0.01% | 395 |
|