WP
WealthSource Partners’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,626
| Closed | -$227K | – | 516 |
|
|
2023
Q1 | $227K | Sell |
4,626
-180
| -4% | -$8.82K | 0.02% | 454 |
|
|
2022
Q4 | $227K | Sell |
4,806
-216
| -4% | -$10.2K | 0.02% | 449 |
|
|
2022
Q3 | $211K | Buy |
5,022
+202
| +4% | +$8.49K | 0.02% | 455 |
|
|
2022
Q2 | $288K | Sell |
4,820
-518
| -10% | -$31K | 0.02% | 406 |
|
|
2022
Q1 | $424K | Sell |
5,338
-111
| -2% | -$8.82K | 0.03% | 376 |
|
|
2021
Q4 | $338K | Sell |
5,449
-202
| -4% | -$12.5K | 0.03% | 399 |
|
|
2021
Q3 | $307K | Buy |
5,651
+131
| +2% | +$7.12K | 0.03% | 392 |
|
|
2021
Q2 | $350K | Buy |
5,520
+103
| +2% | +$6.53K | 0.03% | 334 |
|
|
2021
Q1 | $326K | Buy |
5,417
+559
| +12% | +$33.6K | 0.03% | 324 |
|
|
2020
Q4 | $291K | Buy |
4,858
+274
| +6% | +$16.4K | 0.03% | 293 |
|
|
2020
Q3 | $291K | Buy |
4,584
+61
| +1% | +$3.87K | 0.04% | 266 |
|
|
2020
Q2 | $279K | Buy |
+4,523
| New | +$279K | 0.04% | 254 |
|
|
2018
Q4 | – | Sell |
-10,001
| Closed | -$302K | – | 330 |
|
|
2018
Q3 | $302K | Buy |
+10,001
| New | +$302K | 0.08% | 218 |
|