Wealth Enhancement Advisory Services’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
40,645
+408
| +1% | +$4.37K | ﹤0.01% | 2309 |
|
|
2025
Q1 | $444K | Buy |
40,237
+7,361
| +22% | +$81.2K | ﹤0.01% | 2133 |
|
|
2024
Q4 | $370K | Buy |
32,876
+405
| +1% | +$4.56K | ﹤0.01% | 2187 |
|
|
2024
Q3 | $389K | Buy |
32,471
+10,881
| +50% | +$130K | ﹤0.01% | 1980 |
|
|
2024
Q2 | $264K | Buy |
21,590
+5,950
| +38% | +$72.8K | ﹤0.01% | 2068 |
|
|
2024
Q1 | $198K | Buy |
15,640
+210
| +1% | +$2.66K | ﹤0.01% | 2205 |
|
|
2023
Q4 | $196K | Buy |
15,430
+1,525
| +11% | +$19.4K | ﹤0.01% | 2089 |
|
|
2023
Q3 | $180K | Buy |
+13,905
| New | +$180K | ﹤0.01% | 2015 |
|