CWM
Cedar Wealth Management’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,600
| Closed | -$98.4K | – | 293 |
|
|
2023
Q3 | $98.4K | Hold |
7,600
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $94.5K | Hold |
7,600
| – | – | 0.04% | 130 |
|
|
2023
Q1 | $92.5K | Hold |
7,600
| – | – | 0.04% | 126 |
|
|
2022
Q4 | $94K | Hold |
7,600
| – | – | 0.05% | 113 |
|
|
2022
Q3 | $88K | Sell |
7,600
-2,750
| -27% | -$31.8K | 0.04% | 128 |
|
|
2022
Q2 | $123K | Hold |
10,350
| – | – | 0.06% | 127 |
|
|
2022
Q1 | $143K | Hold |
10,350
| – | – | 0.06% | 131 |
|
|
2021
Q4 | $142K | Buy |
+10,350
| New | +$142K | 0.06% | 138 |
|