Carson Wealth (CWM LLC)’s Neuberger Berman Real Estate Securities Income Fund NRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,048
| Closed | -$3K | – | 4597 |
|
|
2023
Q4 | $3K | Sell |
1,048
-3,224
| -75% | -$9.23K | ﹤0.01% | 3719 |
|
|
2023
Q3 | $11K | Buy |
4,272
+3,224
| +308% | +$8.3K | ﹤0.01% | 3085 |
|
|
2023
Q2 | $3K | Hold |
1,048
| – | – | ﹤0.01% | 3664 |
|
|
2023
Q1 | $3K | Hold |
1,048
| – | – | ﹤0.01% | 3538 |
|
|
2022
Q4 | $3K | Hold |
1,048
| – | – | ﹤0.01% | 3436 |
|
|
2022
Q3 | $3K | Hold |
1,048
| – | – | ﹤0.01% | 3330 |
|
|
2022
Q2 | $4K | Hold |
1,048
| – | – | ﹤0.01% | 3104 |
|
|
2022
Q1 | $5K | Hold |
1,048
| – | – | ﹤0.01% | 2843 |
|
|
2021
Q4 | $5K | Buy |
+1,048
| New | +$5K | ﹤0.01% | 2732 |
|