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Navis Wealth Advisors’s New Mountain Finance NMFC Stock Holding History

Navis Wealth Advisors’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,000
Closed -$143K – 116
2025
Q1 		$143K Hold
13,000
– – 0.14% 101
2024
Q4 		$146K Hold
13,000
– – 0.16% 98
2024
Q3 		$156K Buy
+13,000
New +$156K 0.17% 102