Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,738
| Closed | -$103K | – | 2967 |
|
|
2017
Q2 | $103K | Buy |
6,738
+2,652
| +65% | +$40.5K | ﹤0.01% | 1962 |
|
|
2017
Q1 | $61K | Hold |
4,086
| – | – | ﹤0.01% | 2308 |
|
|
2016
Q4 | $66K | Sell |
4,086
-1,920
| -32% | -$31K | ﹤0.01% | 2152 |
|
|
2016
Q3 | $100K | Buy |
6,006
+3,333
| +125% | +$55.5K | ﹤0.01% | 1835 |
|
|
2016
Q2 | $45K | Hold |
2,673
| – | – | ﹤0.01% | 2184 |
|
|
2016
Q1 | $43K | Sell |
2,673
-2,233
| -46% | -$35.9K | ﹤0.01% | 2196 |
|
|
2015
Q4 | $77K | Hold |
4,906
| – | – | ﹤0.01% | 1777 |
|
|
2015
Q3 | $75K | Buy |
+4,906
| New | +$75K | ﹤0.01% | 1753 |
|
|
2015
Q2 | – | Sell |
-753
| Closed | -$12K | – | 2221 |
|
|
2015
Q1 | $12K | Hold |
753
| – | – | ﹤0.01% | 3045 |
|
|
2014
Q4 | $12K | Hold |
753
| – | – | ﹤0.01% | 2969 |
|
|
2014
Q3 | $11K | Hold |
753
| – | – | ﹤0.01% | 2856 |
|
|
2014
Q2 | $12K | Hold |
753
| – | – | ﹤0.01% | 2726 |
|
|
2014
Q1 | $11K | Hold |
753
| – | – | ﹤0.01% | 2669 |
|
|
2013
Q4 | $11K | Hold |
753
| – | – | ﹤0.01% | 2522 |
|
|
2013
Q3 | $11K | Hold |
753
| – | – | ﹤0.01% | 2410 |
|
|
2013
Q2 | $11K | Buy |
+753
| New | +$11K | ﹤0.01% | 2231 |
|