Perigon Wealth Management’s Neuberger Berman California Municipal Fund Inc. NBW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-10,000
| Closed | -$128K | – | 363 |
|
2020
Q1 | $128K | Hold |
10,000
| – | – | 0.02% | 305 |
|
2019
Q4 | $140K | Hold |
10,000
| – | – | 0.03% | 258 |
|
2019
Q3 | $139K | Hold |
10,000
| – | – | 0.03% | 232 |
|
2019
Q2 | $136K | Buy |
+10,000
| New | +$136K | 0.03% | 235 |
|
2016
Q4 | – | Sell |
-10,000
| Closed | -$170K | – | 765 |
|
2016
Q3 | $170K | Buy |
+10,000
| New | +$170K | 0.04% | 212 |
|