Altium Wealth Management’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.75M | Hold |
147,067
| – | – | 0.13% | 100 |
|
|
2022
Q1 | $2.04M | Hold |
147,067
| – | – | 0.13% | 88 |
|
|
2021
Q4 | $2.02M | Buy |
147,067
+5,380
| +4% | +$73.7K | 0.13% | 88 |
|
|
2021
Q3 | $1.89M | Buy |
141,687
+2,663
| +2% | +$35.4K | 0.13% | 87 |
|
|
2021
Q2 | $1.83M | Buy |
139,024
+2,765
| +2% | +$36.4K | 0.13% | 86 |
|
|
2021
Q1 | $1.69M | Hold |
136,259
| – | – | 0.14% | 85 |
|
|
2020
Q4 | $1.55M | Buy |
136,259
+6,344
| +5% | +$72.1K | 0.14% | 84 |
|
|
2020
Q3 | $1.24M | Buy |
129,915
+13,807
| +12% | +$132K | 0.13% | 82 |
|
|
2020
Q2 | $1.08M | Buy |
116,108
+10,000
| +9% | +$92.9K | 0.12% | 86 |
|
|
2020
Q1 | $722K | Buy |
106,108
+4,220
| +4% | +$28.7K | 0.1% | 104 |
|
|
2019
Q4 | $1.4M | Buy |
101,888
+996
| +1% | +$13.7K | 0.17% | 75 |
|
|
2019
Q3 | $1.38M | Buy |
100,892
+20,000
| +25% | +$273K | 0.19% | 71 |
|
|
2019
Q2 | $1.13M | Hold |
80,892
| – | – | 0.16% | 75 |
|
|
2019
Q1 | $1.1M | Hold |
80,892
| – | – | 0.18% | 73 |
|
|
2018
Q4 | $1.02M | Buy |
80,892
+9,200
| +13% | +$116K | 0.19% | 74 |
|
|
2018
Q3 | $968K | Hold |
71,692
| – | – | 0.19% | 86 |
|
|
2018
Q2 | $975K | Buy |
+71,692
| New | +$975K | 0.26% | 76 |
|