Concord Wealth Partners’s Neuberger Berman Municipal Fund NBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,700
| Closed | -$38.7K | – | 897 |
|
|
2024
Q1 | $38.7K | Hold |
3,700
| – | – | 0.01% | 393 |
|
|
2023
Q4 | $38.3K | Hold |
3,700
| – | – | 0.01% | 392 |
|
|
2023
Q3 | $34.1K | Hold |
3,700
| – | – | 0.01% | 429 |
|
|
2023
Q2 | $38K | Hold |
3,700
| – | – | 0.01% | 402 |
|
|
2023
Q1 | $40.5K | Hold |
3,700
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $38.6K | Buy |
+3,700
| New | +$38.6K | 0.01% | 414 |
|
|
2022
Q3 | – | Sell |
-3,700
| Closed | -$41K | – | 763 |
|
|
2022
Q2 | $41K | Hold |
3,700
| – | – | 0.01% | 405 |
|
|
2022
Q1 | $49K | Hold |
3,700
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $57K | Hold |
3,700
| – | – | 0.01% | 433 |
|
|
2021
Q3 | $59K | Sell |
3,700
-1,212
| -25% | -$19.3K | 0.02% | 189 |
|
|
2021
Q2 | $79K | Hold |
4,912
| – | – | 0.02% | 273 |
|
|
2021
Q1 | $78K | Hold |
4,912
| – | – | 0.03% | 256 |
|
|
2020
Q4 | $75K | Buy |
+4,912
| New | +$75K | 0.06% | 162 |
|