MWM
NBW
Melfa Wealth Management’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$53.4K | 1.6% | 15 |
|
|
2023
Q2 | $1.66M | Sell |
155,673
-12,528
| -7% | -$133K | 1.68% | 14 |
|
|
2023
Q1 | $1.87M | Buy |
168,201
+134
| +0.1% | +$1.49K | 1.87% | 13 |
|
|
2022
Q4 | $1.9M | Buy |
+168,067
| New | +$1.9M | 1.98% | 11 |
|