Wealthedge Investment Advisors’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
$1.48M Sell
139,893
-12,985
-8% -$137K 0.61% 47
2025
Q1
$1.69M Buy
152,878
+98,936
+183% +$1.09M 0.76% 40
2024
Q4
$607K Buy
+53,942
New +$607K 0.27% 85