Melfa Wealth Management’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History

Melfa Wealth Management’s Portfolio NBW Stock Details NBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-150,222	Closed	-$1.47M	–	146
2023 Q3	$1.47M	Sell	150,222 -5,451	-4%	-$57.3K	1.6%	15
2023 Q2	$1.66M	Sell	155,673 -12,528	-7%	-$135K	1.68%	14
2023 Q1	$1.87M	Buy	168,201 +134	+0.1%	+$1.5K	1.87%	13
2022 Q4	$1.9M	Buy	+168,067	New	+$1.79M	1.98%	11

Melfa Wealth Management's NBW Position: Q4 2023 in Review

Melfa Wealth Management sold out of Neuberger Berman California Municipal Fund Inc. (NBW) in Q4 2023, closing a stake of 150,222 shares — an estimated $1.47M sold.

Melfa Wealth Management first reported a position in NBW in Q4 2022 and held it in 4 quarters. The position peaked at $1.9M in Q4 2022. 0 funds tracked by Wall St. Rank hold NBW as of Q4 2023.

Melfa Wealth Management reported no remaining Neuberger Berman California Municipal Fund Inc. position as of Q4 2023 after selling out during the quarter.
Melfa Wealth Management sold 150,222 Neuberger Berman California Municipal Fund Inc. shares in Q4 2023, an estimated $1.47M.
Melfa Wealth Management first reported a position in Neuberger Berman California Municipal Fund Inc. in Q4 2022 and held it in 4 quarters.
Melfa Wealth Management's Neuberger Berman California Municipal Fund Inc. position peaked at $1.9M in Q4 2022.
0 funds tracked by Wall St. Rank held Neuberger Berman California Municipal Fund Inc. as of Q4 2023.

Based on Melfa Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.