SVB Wealth’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
Q1 | – | Sell |
|
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|
2024
Q4 | $279K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $310K | Sell |
|
|||||
|
2024
Q1 | $507K | Buy |
|
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|
2023
Q4 | $419K | Buy |
|
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|
2023
Q3 | $376K | Sell |
|
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|
2023
Q2 | $375K | Sell |
|
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|
2023
Q1 | $386K | Sell |
|
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|
2022
Q4 | $420K | Buy |
|
|||||
|
2022
Q3 | $252K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $205K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $641K | Buy |
|
|||||
|
2021
Q2 | $578K | Buy |
|
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|
2021
Q1 | $450K | Buy |
|
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|
2020
Q4 | $230K | Buy |
|