Napa Wealth Management’s Neuberger Berman Municipal Fund NBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,373
Closed -$129K 160
2025
Q1
$129K Sell
12,373
-1,695
-12% -$17.6K 0.07% 158
2024
Q4
$146K Sell
14,068
-2,881
-17% -$29.8K 0.06% 168
2024
Q3
$188K Sell
16,949
-2,829
-14% -$31.4K 0.09% 154
2024
Q2
$211K Sell
19,778
-58,273
-75% -$622K 0.14% 109
2024
Q1
$817K Sell
78,051
-340
-0.4% -$3.56K 0.43% 20
2023
Q4
$811K Buy
+78,391
New +$811K 0.44% 49