KWA
NBH

Kingswood Wealth Advisors’s Neuberger Berman Municipal Fund NBH Stock Holding History

Kingswood Wealth Advisors’s Portfolio NBH Stock Details NBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,360
Closed -$215K – 870
2024
Q3 		$215K Sell
19,360
-1,391
-7% -$15.5K 0.02% 650
2024
Q2 		$222K Hold
20,751
– – 0.02% 610
2024
Q1 		$217K Buy
20,751
+7,270
+54% +$76.1K 0.03% 562
2023
Q4 		$140K Buy
+13,481
New +$140K 0.02% 599