GYL Financial Synergies’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $210K | Sell |
17,510
-780
| -4% | -$9.34K | 0.02% | 354 |
|
|
2024
Q2 | $224K | Buy |
18,290
+2,860
| +19% | +$35K | 0.02% | 345 |
|
|
2024
Q1 | $195K | Sell |
15,430
-6,436
| -29% | -$81.5K | 0.02% | 362 |
|
|
2023
Q4 | $278K | Buy |
21,866
+155
| +0.7% | +$1.97K | 0.02% | 294 |
|
|
2023
Q3 | $281K | Buy |
21,711
+6,056
| +39% | +$78.4K | 0.03% | 278 |
|
|
2023
Q2 | $195K | Hold |
15,655
| – | – | 0.02% | 339 |
|
|
2023
Q1 | $191K | Hold |
15,655
| – | – | 0.02% | 277 |
|
|
2022
Q4 | $194K | Buy |
15,655
+2,770
| +21% | +$34.3K | 0.04% | 211 |
|
|
2022
Q3 | $149K | Buy |
+12,885
| New | +$149K | 0.04% | 185 |
|
|
2022
Q2 | – | Sell |
-11,025
| Closed | -$153K | – | 204 |
|
|
2022
Q1 | $153K | Hold |
11,025
| – | – | 0.04% | 200 |
|
|
2021
Q4 | $151K | Buy |
11,025
+400
| +4% | +$5.48K | 0.04% | 207 |
|
|
2021
Q3 | $141K | Buy |
+10,625
| New | +$141K | 0.07% | 186 |
|