Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,181
| Closed | -$58.3K | – | 1780 |
|
|
2024
Q4 | $58.3K | Buy |
5,181
+100
| +2% | +$1.13K | ﹤0.01% | 1088 |
|
|
2024
Q3 | $60.9K | Hold |
5,081
| – | – | ﹤0.01% | 1050 |
|
|
2024
Q2 | $62.2K | Buy |
5,081
+1,187
| +30% | +$14.5K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $49.3K | Buy |
+3,894
| New | +$49.3K | ﹤0.01% | 1238 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1254 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$20K | – | 1181 |
|
|
2022
Q1 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 712 |
|
|
2021
Q4 | $20K | Buy |
+1,500
| New | +$20K | ﹤0.01% | 708 |
|