Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $378K | Hold |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $462K | Buy |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $784K | Buy |
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|
2021
Q4 | $772K | Buy |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $503K | Buy |
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