Wealthspire Advisors (Maryland)’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,087
| Closed | -$106K | – | 2539 |
|
|
2018
Q1 | $106K | Hold |
8,087
| – | – | 0.01% | 692 |
|
|
2017
Q4 | $110K | Hold |
8,087
| – | – | 0.01% | 675 |
|
|
2017
Q3 | $115K | Hold |
8,087
| – | – | 0.01% | 654 |
|
|
2017
Q2 | $118K | Hold |
8,087
| – | – | 0.01% | 633 |
|
|
2017
Q1 | $120K | Hold |
8,087
| – | – | 0.02% | 534 |
|
|
2016
Q4 | $114K | Buy |
+8,087
| New | +$114K | 0.02% | 541 |
|