Trek Financial’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-39,058
| Closed | -$266K | – | 162 |
|
|
2020
Q1 | $266K | Buy |
39,058
+358
| +0.9% | +$2.44K | 0.07% | 75 |
|
|
2019
Q4 | $532K | Buy |
38,700
+2,268
| +6% | +$31.2K | 0.09% | 60 |
|
|
2019
Q3 | $497K | Buy |
36,432
+13,017
| +56% | +$178K | 0.07% | 77 |
|
|
2019
Q2 | $327K | Buy |
+23,415
| New | +$327K | 0.06% | 104 |
|