WAM
Worth Asset Management’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 514 |
|
|
2023
Q1 | – | Sell |
-1,770
| Closed | -$21.9K | – | 516 |
|
|
2022
Q4 | $21.9K | Hold |
1,770
| – | – | 0.02% | 256 |
|
|
2022
Q3 | $20K | Hold |
1,770
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $21K | Hold |
1,770
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $22K | Buy |
+1,770
| New | +$22K | 0.01% | 296 |
|