AWS
AJ Wealth Strategies’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-92,220
| Closed | -$882K | – | 247 |
|
|
2020
Q3 | $882K | Buy |
92,220
+271
| +0.3% | +$2.59K | 0.09% | 98 |
|
|
2020
Q2 | $854K | Buy |
91,949
+47,536
| +107% | +$442K | 0.09% | 92 |
|
|
2020
Q1 | $302K | Buy |
44,413
+1,540
| +4% | +$10.5K | 0.04% | 126 |
|
|
2019
Q4 | $589K | Buy |
42,873
+29,294
| +216% | +$402K | 0.07% | 74 |
|
|
2019
Q3 | $185K | Buy |
13,579
+93
| +0.7% | +$1.27K | 0.02% | 111 |
|
|
2019
Q2 | $188K | Sell |
13,486
-2,910
| -18% | -$40.6K | 0.03% | 99 |
|
|
2019
Q1 | $222K | Buy |
16,396
+163
| +1% | +$2.21K | 0.04% | 94 |
|
|
2018
Q4 | $204K | Buy |
16,233
+2,874
| +22% | +$36.1K | 0.04% | 88 |
|
|
2018
Q3 | $180K | Buy |
+13,359
| New | +$180K | 0.03% | 99 |
|