WFAG
Worth Financial Advisory Group’s Newmont NEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305K | Buy |
5,227
+72
| +1% | +$4.2K | 0.19% | 115 |
|
2025
Q1 | $249K | Buy |
+5,155
| New | +$249K | 0.16% | 138 |
|
2024
Q4 | – | Sell |
-5,207
| Closed | -$278K | – | 164 |
|
2024
Q3 | $278K | Hold |
5,207
| – | – | 0.16% | 132 |
|
2024
Q2 | $218K | Buy |
+5,207
| New | +$218K | 0.14% | 136 |
|
2024
Q1 | – | Sell |
-5,002
| Closed | -$207K | – | 143 |
|
2023
Q4 | $207K | Buy |
+5,002
| New | +$207K | 0.17% | 124 |
|