Carson Wealth (CWM LLC)’s Neuberger Berman High Yield Strategies Fund NHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Buy |
5,005
+132
| +3% | +$1K | ﹤0.01% | 3480 |
|
|
2025
Q1 | $37K | Hold |
4,873
| – | – | ﹤0.01% | 3227 |
|
|
2024
Q4 | $36K | Sell |
4,873
-591
| -11% | -$4.37K | ﹤0.01% | 3028 |
|
|
2024
Q3 | $47K | Hold |
5,464
| – | – | ﹤0.01% | 2739 |
|
|
2024
Q2 | $43K | Hold |
5,464
| – | – | ﹤0.01% | 2585 |
|
|
2024
Q1 | $44K | Buy |
5,464
+2,412
| +79% | +$19.4K | ﹤0.01% | 2378 |
|
|
2023
Q4 | $24K | Sell |
3,052
-252
| -8% | -$1.98K | ﹤0.01% | 2657 |
|
|
2023
Q3 | $25K | Sell |
3,304
-46
| -1% | -$348 | ﹤0.01% | 2531 |
|
|
2023
Q2 | $25K | Buy |
3,350
+259
| +8% | +$1.93K | ﹤0.01% | 2485 |
|
|
2023
Q1 | $26K | Buy |
3,091
+283
| +10% | +$2.38K | ﹤0.01% | 2322 |
|
|
2022
Q4 | $24K | Buy |
2,808
+1,166
| +71% | +$9.97K | ﹤0.01% | 2239 |
|
|
2022
Q3 | $13K | Buy |
1,642
+973
| +145% | +$7.7K | ﹤0.01% | 2518 |
|
|
2022
Q2 | $6K | Hold |
669
| – | – | ﹤0.01% | 2896 |
|
|
2022
Q1 | $8K | Buy |
669
+364
| +119% | +$4.35K | ﹤0.01% | 2623 |
|
|
2021
Q4 | $4K | Buy |
+305
| New | +$4K | ﹤0.01% | 2848 |
|