JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $648K | Hold |
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|
2023
Q2 | $623K | Hold |
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|
2023
Q1 | $609K | Hold |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.5M | Hold |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $942K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $162K | Hold |
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|
2014
Q2 | $163K | Sell |
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|
2014
Q1 | $269K | Buy |
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|
2013
Q4 | $172K | Buy |
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|
2013
Q3 | $159K | Hold |
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|
2013
Q2 | $156K | Buy |
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