WEC
Winslow Evans & Crocker’s Newmont NEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $803K | Buy |
13,403
+1,461
| +12% | +$87.5K | 0.15% | 150 |
|
|
2020
Q3 | $758K | Buy |
11,942
+2,164
| +22% | +$137K | 0.19% | 120 |
|
|
2020
Q2 | $604K | Sell |
9,778
-4,128
| -30% | -$255K | 0.16% | 134 |
|
|
2020
Q1 | $630K | Hold |
13,906
| – | – | 0.21% | 103 |
|
|
2019
Q4 | $608K | Hold |
13,906
| – | – | 0.15% | 137 |
|
|
2019
Q3 | $530K | Hold |
13,906
| – | – | 0.15% | 148 |
|
|
2019
Q2 | $536K | Buy |
13,906
+2,296
| +20% | +$88.5K | 0.15% | 156 |
|
|
2019
Q1 | $416K | Hold |
11,610
| – | – | 0.12% | 182 |
|
|
2018
Q4 | $404K | Sell |
11,610
-324
| -3% | -$11.3K | 0.14% | 164 |
|
|
2018
Q3 | $362K | Hold |
11,934
| – | – | 0.11% | 191 |
|
|
2018
Q2 | $452K | Sell |
11,934
-62
| -0.5% | -$2.35K | 0.14% | 153 |
|
|
2018
Q1 | $469K | Hold |
11,996
| – | – | 0.15% | 139 |
|
|
2017
Q4 | $450K | Hold |
11,996
| – | – | 0.14% | 152 |
|
|
2017
Q3 | $450K | Sell |
11,996
-369
| -3% | -$13.8K | 0.15% | 148 |
|
|
2017
Q2 | $401K | Buy |
12,365
+3,299
| +36% | +$107K | 0.11% | 204 |
|
|
2017
Q1 | $299K | Hold |
9,066
| – | – | 0.09% | 226 |
|
|
2016
Q4 | $309K | Sell |
9,066
-780
| -8% | -$26.6K | 0.1% | 217 |
|
|
2016
Q3 | $387K | Buy |
9,846
+100
| +1% | +$3.93K | 0.11% | 194 |
|
|
2016
Q2 | $381K | Buy |
9,746
+1
| +0% | +$39 | 0.11% | 180 |
|
|
2016
Q1 | $259K | Sell |
9,745
-1
| -0% | -$27 | 0.08% | 228 |
|
|
2015
Q4 | $175K | Sell |
9,746
-800
| -8% | -$14.4K | 0.05% | 314 |
|
|
2015
Q3 | $169K | Hold |
10,546
| – | – | 0.05% | 300 |
|
|
2015
Q2 | $246K | Sell |
10,546
-150
| -1% | -$3.5K | 0.07% | 265 |
|
|
2015
Q1 | $232K | Sell |
10,696
-3,264
| -23% | -$70.9K | 0.07% | 277 |
|
|
2014
Q4 | $264K | Sell |
13,960
-180
| -1% | -$3.4K | 0.08% | 253 |
|
|
2014
Q3 | $326K | Buy |
14,140
+2,901
| +26% | +$66.9K | 0.09% | 231 |
|
|
2014
Q2 | $286K | Sell |
11,239
-1,780
| -14% | -$45.3K | 0.09% | 219 |
|
|
2014
Q1 | $305K | Sell |
13,019
-200
| -2% | -$4.69K | 0.11% | 213 |
|
|
2013
Q4 | $304K | Buy |
+13,219
| New | +$304K | 0.1% | 218 |
|