Joseph P. Lucia & Associates’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-575
| Closed | -$5K | – | 331 |
|
|
2020
Q2 | $5K | Hold |
575
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $4K | Buy |
+575
| New | +$4K | ﹤0.01% | 357 |
|
|
2019
Q3 | – | Sell |
-350
| Closed | -$5K | – | 470 |
|
|
2019
Q2 | $5K | Sell |
350
-4,417
| -93% | -$63.1K | 0.01% | 366 |
|
|
2019
Q1 | $350 | Buy |
+4,767
| New | +$350 | 0.03% | 185 |
|