Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-733
| Closed | -$8K | – | 962 |
|
|
2024
Q3 | $8K | Hold |
733
| – | – | ﹤0.01% | 858 |
|
|
2024
Q2 | $8K | Hold |
733
| – | – | ﹤0.01% | 863 |
|
|
2024
Q1 | $9.29K | Hold |
733
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $9K | Hold |
733
| – | – | ﹤0.01% | 791 |
|
|
2023
Q3 | $9.49K | Buy |
+733
| New | +$9.49K | ﹤0.01% | 805 |
|
|
2023
Q1 | $9K | Buy |
+733
| New | +$9K | ﹤0.01% | 837 |
|
|
2022
Q4 | – | Sell |
-733
| Closed | -$8K | – | 828 |
|
|
2022
Q3 | $8K | Buy |
+733
| New | +$8K | ﹤0.01% | 784 |
|