MWPCG
NRO
Measured Wealth Private Client Group’s Neuberger Berman Real Estate Securities Income Fund NRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-50,000
| Closed | -$150K | – | 133 |
|
|
2020
Q1 | $150K | Hold |
50,000
| – | – | 0.12% | 92 |
|
|
2019
Q4 | $279K | Sell |
50,000
-635
| -1% | -$3.54K | 0.19% | 76 |
|
|
2019
Q3 | $287K | Hold |
50,635
| – | – | 0.19% | 83 |
|
|
2019
Q2 | $260K | Buy |
+50,635
| New | +$260K | 0.15% | 150 |
|