Wealthspire Advisors (New York)’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+4,116
| New | +$240K | ﹤0.01% | 730 |
|
|
2023
Q1 | – | Sell |
-6,713
| Closed | -$317K | – | 577 |
|
|
2022
Q4 | $317K | Buy |
+6,713
| New | +$317K | 0.01% | 447 |
|
|
2022
Q1 | – | Sell |
-4,799
| Closed | -$298K | – | 510 |
|
|
2021
Q4 | $298K | Buy |
4,799
+940
| +24% | +$58.4K | 0.01% | 425 |
|
|
2021
Q3 | $210K | Buy |
+3,859
| New | +$210K | ﹤0.01% | 542 |
|
|
2021
Q2 | – | Sell |
-11,984
| Closed | -$722K | – | 563 |
|
|
2021
Q1 | $722K | Buy |
11,984
+2,420
| +25% | +$146K | 0.02% | 318 |
|
|
2020
Q4 | $573K | Buy |
9,564
+3,524
| +58% | +$211K | 0.02% | 281 |
|
|
2020
Q3 | $383K | Buy |
6,040
+292
| +5% | +$18.5K | 0.02% | 205 |
|
|
2020
Q2 | $355K | Sell |
5,748
-4,916
| -46% | -$304K | 0.02% | 184 |
|
|
2020
Q1 | $483K | Buy |
+10,664
| New | +$483K | 0.02% | 295 |
|
|
2019
Q1 | – | Sell |
-353
| Closed | -$12K | – | 535 |
|
|
2018
Q4 | $12K | Buy |
+353
| New | +$12K | ﹤0.01% | 460 |
|