Clearstead Trust’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
Q2 | $94.3K | Buy |
8,943
+249
| +3% | +$2.63K | 0.02% | 249 |
|
|
2025
Q1 | $95.9K | Buy |
8,694
+245
| +3% | +$2.7K | 0.02% | 212 |
|
|
2024
Q4 | $95.1K | Buy |
8,449
+234
| +3% | +$2.64K | 0.02% | 209 |
|
|
2024
Q3 | $98.4K | Buy |
8,215
+221
| +3% | +$2.65K | 0.02% | 189 |
|
|
2024
Q2 | $97.8K | Buy |
+7,994
| New | +$97.8K | 0.02% | 185 |
|