OBWG
NBXG
Onyx Bridge Wealth Group’s Neuberger Berman Next Generation Connectivity Fund NBXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,163
| Closed | -$130K | – | 299 |
|
|
2024
Q3 | $130K | Sell |
10,163
-2,550
| -20% | -$32.7K | 0.02% | 269 |
|
|
2024
Q2 | $164K | Hold |
12,713
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $149K | Sell |
12,713
-2,550
| -17% | -$29.8K | 0.03% | 243 |
|
|
2023
Q4 | $167K | Hold |
15,263
| – | – | 0.03% | 234 |
|
|
2023
Q3 | $159K | Hold |
15,263
| – | – | 0.04% | 217 |
|
|
2023
Q2 | $167K | Hold |
15,263
| – | – | 0.04% | 220 |
|
|
2023
Q1 | $159K | Hold |
15,263
| – | – | 0.06% | 167 |
|
|
2022
Q4 | $143K | Hold |
15,263
| – | – | 0.06% | 167 |
|
|
2022
Q3 | $140K | Sell |
15,263
-1,018
| -6% | -$9.34K | 0.06% | 153 |
|
|
2022
Q2 | $168K | Hold |
16,281
| – | – | 0.07% | 147 |
|
|
2022
Q1 | $188K | Hold |
16,281
| – | – | 0.07% | 137 |
|
|
2021
Q4 | $286K | Buy |
+16,281
| New | +$286K | 0.1% | 119 |
|