AWAG
ARS Wealth Advisors Group’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,790
| Closed | -$129K | – | 176 |
|
|
2024
Q3 | $129K | Hold |
10,790
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $132K | Sell |
10,790
-600
| -5% | -$7.34K | 0.02% | 164 |
|
|
2024
Q1 | $144K | Hold |
11,390
| – | – | 0.02% | 166 |
|
|
2023
Q4 | $145K | Hold |
11,390
| – | – | 0.02% | 152 |
|
|
2023
Q3 | $148K | Hold |
11,390
| – | – | 0.02% | 144 |
|
|
2023
Q2 | $142K | Hold |
11,390
| – | – | 0.02% | 138 |
|
|
2023
Q1 | $139K | Hold |
11,390
| – | – | 0.03% | 121 |
|
|
2022
Q4 | $141K | Buy |
+11,390
| New | +$141K | 0.02% | 134 |
|
|
2022
Q3 | – | Sell |
-11,390
| Closed | -$136K | – | 163 |
|
|
2022
Q2 | $136K | Hold |
11,390
| – | – | 0.02% | 155 |
|
|
2022
Q1 | $158K | Buy |
+11,390
| New | +$158K | 0.03% | 127 |
|