LWMI
NREF

Legacy Wealth Management (Idaho)’s NexPoint Real Estate Finance NREF Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio NREF Stock Details NREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.5K Buy
1,774
+774
+77% +$10.7K 0.01% 217
2025
Q1 		$15.3K Hold
1,000
– – 0.01% 269
2024
Q4 		$15.6K Hold
1,000
– – 0.01% 240
2024
Q3 		$16.5K Buy
+1,000
New +$16.5K 0.01% 244