Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $116K | Buy |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $139K | Sell |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $180K | Sell |
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|
2021
Q1 | $188K | Sell |
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|
2020
Q4 | $174K | Sell |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $428K | Buy |
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|
2019
Q2 | $432K | Sell |
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|
2019
Q1 | $421K | Hold |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $531K | Buy |
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|
2018
Q2 | $522K | Hold |
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|
2018
Q1 | $505K | Sell |
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|
2017
Q4 | $543K | Buy |
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|
2017
Q3 | $540K | Sell |
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|
2017
Q2 | $676K | Buy |
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|
2017
Q1 | $574K | Buy |
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|
2016
Q4 | $528K | Buy |
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