WealthPLAN Partners’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 |
-4,182
| Closed | -$178K | – | 838 |
|
|
2023
Q2 | $178K | Hold |
4,182
| – | – | 0.03% | 309 |
|
|
2023
Q1 | $205K | Sell |
4,182
-667
| -14% | -$32.7K | 0.02% | 301 |
|
|
2022
Q4 | $228K | Buy |
+4,849
| New | +$228K | 0.02% | 355 |
|
|
2022
Q1 | $371K | Buy |
5,096
+69
| +1% | +$5.02K | 0.03% | 288 |
|
|
2021
Q4 | $307K | Sell |
5,027
-188
| -4% | -$11.5K | 0.02% | 315 |
|
|
2021
Q3 | $294K | Sell |
5,215
-581
| -10% | -$32.8K | 0.02% | 313 |
|
|
2021
Q2 | $343K | Sell |
5,796
-2,133
| -27% | -$126K | 0.02% | 268 |
|
|
2021
Q1 | $508K | Buy |
7,929
+578
| +8% | +$37K | 0.04% | 227 |
|
|
2020
Q4 | $424K | Buy |
7,351
+121
| +2% | +$6.98K | 0.04% | 234 |
|
|
2020
Q3 | $470K | Sell |
7,230
-21
| -0.3% | -$1.37K | 0.05% | 204 |
|
|
2020
Q2 | $465K | Buy |
7,251
+1,313
| +22% | +$84.2K | 0.05% | 192 |
|
|
2020
Q1 | $396K | Buy |
5,938
+1,289
| +28% | +$86K | 0.05% | 177 |
|
|
2019
Q4 | $204K | Buy |
+4,649
| New | +$204K | 0.02% | 236 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$13.7K | – | 334 |
|
|
2017
Q1 | $13.7K | Buy |
+400
| New | +$13.7K | 0.05% | 226 |
|
|
2016
Q3 | $31.7K | Sell |
926
-674
| -42% | -$23.1K | 0.01% | 406 |
|
|
2016
Q2 | $31.3K | Buy |
+1,600
| New | +$31.3K | ﹤0.01% | 1145 |
|
|
2015
Q4 | $1.8K | Buy |
+100
| New | +$1.8K | ﹤0.01% | 1490 |
|