SWM
Selective Wealth Management’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-312
| Closed | -$4K | – | 530 |
|
|
2021
Q1 | $4K | Hold |
312
| – | – | ﹤0.01% | 327 |
|
|
2020
Q4 | $4K | Buy |
312
+18
| +6% | +$231 | ﹤0.01% | 304 |
|
|
2020
Q3 | $3K | Buy |
294
+9
| +3% | +$92 | ﹤0.01% | 272 |
|
|
2020
Q2 | $3K | Hold |
285
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $2K | Buy |
285
+12
| +4% | +$84 | ﹤0.01% | 289 |
|
|
2019
Q4 | $4K | Buy |
273
+6
| +2% | +$88 | ﹤0.01% | 244 |
|
|
2019
Q3 | $4K | Buy |
+267
| New | +$4K | 0.01% | 248 |
|
|
2018
Q3 | $3K | Buy |
+236
| New | +$3K | 0.04% | 131 |
|