West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-116
| Closed | -$1.48K | – | 161 |
|
|
2023
Q4 | $1.48K | Buy |
116
+2
| +2% | +$26 | ﹤0.01% | 144 |
|
|
2023
Q3 | $1.47K | Buy |
114
+3
| +3% | +$39 | ﹤0.01% | 179 |
|
|
2023
Q2 | $1.38K | Buy |
111
+3
| +3% | +$37 | ﹤0.01% | 162 |
|
|
2023
Q1 | $1.31K | Buy |
108
+3
| +3% | +$36 | ﹤0.01% | 143 |
|
|
2022
Q4 | $1.3K | Buy |
105
+3
| +3% | +$37 | ﹤0.01% | 140 |
|
|
2022
Q3 | $1K | Buy |
102
+2
| +2% | +$20 | ﹤0.01% | 170 |
|
|
2022
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 156 |
|