Wealth Enhancement Advisory Services’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
Q2
$435K Buy
2025
Q1
$444K Buy
2024
Q4
$370K Buy
2024
Q3
$389K Buy
2024
Q2
$264K Buy
2024
Q1
$198K Buy
2023
Q4
$196K Buy
2023
Q3
$180K Buy