EverSource Wealth Advisors’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 | $3.25K | Hold |
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|
2025
Q1 | $3.4K | Sell |
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|
2024
Q4 | $10.4K | Hold |
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|
2024
Q3 | $11.1K | Hold |
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|
2024
Q2 | $11.5K | Hold |
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|
2024
Q1 | $11.6K | Hold |
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|
2023
Q4 | $11.8K | Hold |
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|
2023
Q3 | $12K | Hold |
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|
2023
Q2 | $11.5K | Hold |
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|
2023
Q1 | $11.3K | Hold |
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|
2022
Q4 | $11.4K | Buy |
|