Beverly Hills Private Wealth’s Neuberger Berman Next Generation Connectivity Fund NBXG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Sell
117,403
-130
-0.1% -$1.9K 0.32% 85
2025
Q1
$1.44M Buy
117,533
+8,051
+7% +$98.6K 0.28% 94
2024
Q4
$1.39M Sell
109,482
-5,574
-5% -$71K 0.28% 98
2024
Q3
$1.48M Sell
115,056
-22,391
-16% -$287K 0.3% 93
2024
Q2
$1.77M Sell
137,447
-7,542
-5% -$97.4K 0.39% 71
2024
Q1
$1.7M Buy
144,989
+64,106
+79% +$753K 0.39% 66
2023
Q4
$884K Sell
80,883
-72,827
-47% -$796K 0.23% 100
2023
Q3
$1.6M Buy
153,710
+1,349
+0.9% +$14.1K 0.48% 60
2023
Q2
$1.63M Buy
152,361
+7,075
+5% +$75.9K 0.27% 86
2023
Q1
$1.51M Buy
145,286
+10,025
+7% +$104K 0.47% 61
2022
Q4
$1.23M Buy
+135,261
New +$1.23M 0.54% 60