Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Buy |
11,775
+337
| +3% | +$1.09K | 0.01% | 169 |
|
|
2025
Q1 | $37.7K | Sell |
11,438
-221
| -2% | -$729 | 0.01% | 148 |
|
|
2024
Q4 | $39.5K | Buy |
11,659
+282
| +2% | +$955 | 0.01% | 142 |
|
|
2024
Q3 | $44.6K | Buy |
11,377
+268
| +2% | +$1.05K | 0.01% | 129 |
|
|
2024
Q2 | $35.7K | Buy |
11,109
+210
| +2% | +$674 | 0.01% | 131 |
|
|
2024
Q1 | $34.7K | Hold |
10,899
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $33.2K | Hold |
10,899
| – | – | 0.01% | 125 |
|
|
2023
Q3 | $29K | Hold |
10,899
| – | – | 0.01% | 117 |
|
|
2023
Q2 | $31.6K | Hold |
10,899
| – | – | 0.01% | 114 |
|
|
2023
Q1 | $32K | Buy |
+10,899
| New | +$32K | 0.01% | 118 |
|
|
2021
Q4 | – | Sell |
-5,974
| Closed | -$27K | – | 472 |
|
|
2021
Q3 | $27K | Buy |
+5,974
| New | +$27K | 0.01% | 284 |
|