CIBC Private Wealth Group’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.3K | Sell |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $249K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $400K | Hold |
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|
2019
Q3 | $397K | Buy |
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|
2019
Q2 | $402K | Hold |
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|
2019
Q1 | $390K | Hold |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $388K | Sell |
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|
2018
Q2 | $422K | Hold |
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|
2018
Q1 | $408K | Buy |
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|
2017
Q4 | $418K | Buy |
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|
2017
Q3 | $410K | Hold |
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|
2017
Q2 | $418K | Hold |
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|
2017
Q1 | $428K | Buy |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $365K | Sell |
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|
2016
Q2 | $1.08M | Sell |
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|
2016
Q1 | $1.1M | Buy |
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|
2015
Q4 | $541K | Hold |
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|
2015
Q3 | $566K | Buy |
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|
2015
Q2 | $578K | Buy |
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|
2015
Q1 | $529K | Sell |
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|
2014
Q4 | $673K | Buy |
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|
2014
Q3 | $435K | Buy |
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|
2014
Q2 | $415K | Sell |
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|
2014
Q1 | $1M | Buy |
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