Dakota Wealth Management’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
$1.19M Sell
81,820
-278
-0.3% -$4.06K 0.03% 354
2025
Q1
$1.01M Sell
82,098
-298
-0.4% -$3.65K 0.02% 371
2024
Q4
$1.05M Sell
82,396
-4,227
-5% -$53.9K 0.02% 351
2024
Q3
$1.11M Buy
86,623
+2,406
+3% +$30.9K 0.03% 352
2024
Q2
$1.09M Sell
84,217
-1,487
-2% -$19.2K 0.03% 350
2024
Q1
$1.01M Buy
85,704
+12,954
+18% +$152K 0.03% 368
2023
Q4
$795K Buy
72,750
+2,030
+3% +$22.2K 0.03% 346
2023
Q3
$737K Buy
70,720
+5,425
+8% +$56.5K 0.03% 334
2023
Q2
$712K Buy
65,295
+8,150
+14% +$88.9K 0.03% 312
2023
Q1
$595K Buy
57,145
+6,705
+13% +$69.8K 0.04% 328
2022
Q4
$459K Buy
50,440
+13,950
+38% +$127K 0.03% 364
2022
Q3
$345K Buy
36,490
+15,680
+75% +$148K 0.03% 400
2022
Q2
$206K Sell
20,810
-70
-0.3% -$693 0.02% 439
2022
Q1
$291K Hold
20,880
0.02% 362
2021
Q4
$361K Buy
+20,880
New +$361K 0.04% 285