B. Riley Wealth Advisors’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
Q3 | – | Sell |
-13,642
| Closed | -$163K | – | 1501 |
|
|
2022
Q2 | $163K | Buy |
13,642
+102
| +0.8% | +$1.22K | 0.01% | 1068 |
|
|
2022
Q1 | $188K | Sell |
13,540
-125
| -0.9% | -$1.74K | 0.01% | 1225 |
|
|
2021
Q4 | $188K | Buy |
13,665
+1,736
| +15% | +$23.9K | 0.01% | 1279 |
|
|
2021
Q3 | $159K | Buy |
11,929
+1,000
| +9% | +$13.3K | 0.01% | 1275 |
|
|
2021
Q2 | $144K | Sell |
10,929
-861
| -7% | -$11.3K | ﹤0.01% | 1275 |
|
|
2021
Q1 | $147K | Sell |
11,790
-604
| -5% | -$7.53K | 0.01% | 1246 |
|
|
2020
Q4 | $141K | Sell |
12,394
-10,937
| -47% | -$124K | 0.01% | 959 |
|
|
2020
Q3 | $222K | Buy |
23,331
+5,983
| +34% | +$56.9K | 0.01% | 813 |
|
|
2020
Q2 | $162K | Buy |
17,348
+1,472
| +9% | +$13.7K | 0.01% | 790 |
|
|
2020
Q1 | $108K | Buy |
+15,876
| New | +$108K | 0.01% | 721 |
|