Aj Wealth Strategies, LLC New Mountain Finance Corp Transaction History

Aj Wealth Strategies, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 16, 2021	SELL	$9.07 - $12.16 $836,435 - $1.12 Million	-92,220 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$8.81 - $10.61 $2,387 - $2,875	271 Added 0.29%	92,220 $882,000
Q2 2020 Aug 14, 2020	BUY	$5.02 - $10.45 $238,630 - $496,751	47,536 Added 107.03%	91,949 $854,000
Q1 2020 May 15, 2020	BUY	$5.15 - $14.44 $7,931 - $22,237	1,540 Added 3.59%	44,413 $302,000
Q4 2019 Feb 14, 2020	BUY	$13.29 - $13.84 $389,317 - $405,428	29,294 Added 215.73%	42,873 $589,000
Q3 2019 Nov 26, 2019	BUY	$13.3 - $14.07 $1,236 - $1,308	93 Added 0.69%	13,579 $185,000
Q2 2019 Aug 19, 2019	SELL	$13.49 - $14.35 $39,255 - $41,758	-2,910 Reduced 17.75%	13,486 $188,000
Q1 2019 May 13, 2019	BUY	$12.78 - $14.16 $2,083 - $2,308	163 Added 1.0%	16,396 $222,000
Q4 2018 Feb 14, 2019	BUY	$12.25 - $13.83 $35,206 - $39,747	2,874 Added 21.51%	16,233 $204,000
Q3 2018 Nov 15, 2018	BUY	$13.5 - $14.25 $180,346 - $190,365	13,359 New	13,359 $180,000

189

39M

49.6K

12.3K

Ticker NMFC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 100,716,928
Market Cap $1.11B
Description
New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in ?defensive growth? industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at al...

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