WS
Wela Strategies’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
15,067
+528
| +4% | +$30.8K | 0.35% | 23 |
|
|
2025
Q1 | $702K | Buy |
+14,539
| New | +$702K | 0.3% | 25 |
|
|
2024
Q4 | – | Sell |
-8,722
| Closed | -$466K | – | 71 |
|
|
2024
Q3 | $466K | Sell |
8,722
-3,975
| -31% | -$212K | 0.2% | 37 |
|
|
2024
Q2 | $532K | Buy |
12,697
+413
| +3% | +$17.3K | 0.25% | 30 |
|
|
2024
Q1 | $440K | Buy |
12,284
+3,579
| +41% | +$128K | 0.21% | 33 |
|
|
2023
Q4 | $360K | Buy |
+8,705
| New | +$360K | 0.19% | 40 |
|
|
2023
Q3 | – | Sell |
-8,733
| Closed | -$373K | – | 47 |
|
|
2023
Q2 | $373K | Buy |
8,733
+250
| +3% | +$10.7K | 0.29% | 29 |
|
|
2023
Q1 | $416K | Buy |
8,483
+355
| +4% | +$17.4K | 0.22% | 32 |
|
|
2022
Q4 | $384K | Buy |
8,128
+599
| +8% | +$28.3K | 0.22% | 31 |
|
|
2022
Q3 | $316K | Buy |
7,529
+3,326
| +79% | +$140K | 0.21% | 31 |
|
|
2022
Q2 | $251K | Buy |
4,203
+35
| +0.8% | +$2.09K | 0.15% | 37 |
|
|
2022
Q1 | $331K | Sell |
4,168
-665
| -14% | -$52.8K | 0.17% | 33 |
|
|
2021
Q4 | $300K | Buy |
4,833
+130
| +3% | +$8.07K | 0.15% | 35 |
|
|
2021
Q3 | $255K | Buy |
4,703
+598
| +15% | +$32.4K | 0.13% | 38 |
|
|
2021
Q2 | $260K | Buy |
4,105
+85
| +2% | +$5.38K | 0.11% | 39 |
|
|
2021
Q1 | $242K | Buy |
+4,020
| New | +$242K | 0.13% | 40 |
|