NewEdge Wealth’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
30,000
| – | – | ﹤0.01% | 828 |
|
|
2025
Q1 | $331K | Hold |
30,000
| – | – | 0.01% | 748 |
|
|
2024
Q4 | $338K | Hold |
30,000
| – | – | 0.01% | 730 |
|
|
2024
Q3 | $359K | Hold |
30,000
| – | – | 0.01% | 683 |
|
|
2024
Q2 | $367K | Hold |
30,000
| – | – | 0.01% | 606 |
|
|
2024
Q1 | $379K | Hold |
30,000
| – | – | 0.01% | 618 |
|
|
2023
Q4 | $382K | Buy |
+30,000
| New | +$382K | 0.01% | 561 |
|