EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25K | Hold |
308
| – | – | ﹤0.01% | 3315 |
|
|
2025
Q1 | $3.4K | Sell |
308
-617
| -67% | -$6.81K | ﹤0.01% | 2677 |
|
|
2024
Q4 | $10.4K | Hold |
925
| – | – | ﹤0.01% | 1967 |
|
|
2024
Q3 | $11.1K | Hold |
925
| – | – | ﹤0.01% | 1805 |
|
|
2024
Q2 | $11.5K | Hold |
925
| – | – | ﹤0.01% | 1779 |
|
|
2024
Q1 | $11.6K | Hold |
925
| – | – | ﹤0.01% | 1611 |
|
|
2023
Q4 | $11.8K | Hold |
925
| – | – | ﹤0.01% | 1490 |
|
|
2023
Q3 | $12K | Hold |
925
| – | – | ﹤0.01% | 1351 |
|
|
2023
Q2 | $11.5K | Hold |
925
| – | – | ﹤0.01% | 1385 |
|
|
2023
Q1 | $11.3K | Hold |
925
| – | – | ﹤0.01% | 1305 |
|
|
2022
Q4 | $11.4K | Buy |
+925
| New | +$11.4K | ﹤0.01% | 1281 |
|