WealthPlan Investment Management’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-828
| Closed | -$35.3K | – | 275 |
|
|
2023
Q2 | $35.3K | Buy |
+828
| New | +$35.3K | 0.01% | 218 |
|
|
2023
Q1 | – | Sell |
-4,849
| Closed | -$234K | – | 525 |
|
|
2022
Q4 | $234K | Sell |
4,849
-103
| -2% | -$4.98K | 0.02% | 347 |
|
|
2022
Q3 | $234K | Buy |
+4,952
| New | +$234K | 0.02% | 328 |
|
|
2022
Q1 | $371K | Buy |
+5,096
| New | +$371K | 0.03% | 288 |
|