WFG Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $89K | Sell |
2,750
-998
| -27% | -$32.3K | 0.02% | 555 |
|
|
2017
Q1 | $124K | Buy |
3,748
+1,706
| +84% | +$56.4K | 0.03% | 437 |
|
|
2016
Q4 | $70K | Buy |
2,042
+1,400
| +218% | +$48K | 0.02% | 635 |
|
|
2016
Q3 | $25K | Buy |
642
+1
| +0.2% | +$39 | 0.01% | 895 |
|
|
2016
Q2 | $25K | Sell |
641
-1,000
| -61% | -$39K | 0.01% | 867 |
|
|
2016
Q1 | $44K | Hold |
1,641
| – | – | 0.01% | 700 |
|
|
2015
Q4 | $30K | Buy |
1,641
+241
| +17% | +$4.41K | 0.01% | 794 |
|
|
2015
Q3 | $22K | Buy |
1,400
+1,000
| +250% | +$15.7K | 0.01% | 859 |
|
|
2015
Q2 | $9K | Sell |
400
-1,100
| -73% | -$24.8K | ﹤0.01% | 1217 |
|
|
2015
Q1 | $33K | Hold |
1,500
| – | – | 0.01% | 837 |
|
|
2014
Q4 | $28K | Hold |
1,500
| – | – | 0.01% | 1106 |
|
|
2014
Q3 | $35K | Sell |
1,500
-369
| -20% | -$8.61K | 0.01% | 1040 |
|
|
2014
Q2 | $48K | Sell |
1,869
-842
| -31% | -$21.6K | 0.01% | 927 |
|
|
2014
Q1 | $64K | Sell |
2,711
-13,114
| -83% | -$310K | 0.01% | 802 |
|
|
2013
Q4 | $364K | Buy |
15,825
+5,232
| +49% | +$120K | 0.05% | 381 |
|
|
2013
Q3 | $298K | Buy |
10,593
+1,868
| +21% | +$52.6K | 0.05% | 396 |
|
|
2013
Q2 | $261K | Buy |
+8,725
| New | +$261K | 0.04% | 403 |
|