Laurel Wealth Advisors (North Carolina)’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$3.65K | – | 595 |
|
|
2023
Q1 | $3.65K | Hold |
300
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $3.71K | Hold |
300
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 465 |
|
|
2022
Q2 | $4K | Sell |
300
-150
| -33% | -$2K | ﹤0.01% | 471 |
|
|
2022
Q1 | $6K | Hold |
450
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $6K | Hold |
450
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $6K | Buy |
+450
| New | +$6K | ﹤0.01% | 456 |
|