PIWA
NBXG
Prevail Innovative Wealth Advisors’s Neuberger Berman Next Generation Connectivity Fund NBXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
88,990
-23,705
| -21% | -$346K | 0.29% | 115 |
|
|
2025
Q1 | $1.38M | Buy |
112,695
+17,374
| +18% | +$213K | 0.37% | 92 |
|
|
2024
Q4 | $1.21M | Buy |
95,321
+14,732
| +18% | +$188K | 0.35% | 85 |
|
|
2024
Q3 | $1.03M | Buy |
80,589
+19,793
| +33% | +$254K | 0.32% | 96 |
|
|
2024
Q2 | $785K | Buy |
+60,796
| New | +$785K | 0.28% | 98 |
|
|
2023
Q3 | – | Sell |
-91,167
| Closed | -$995K | – | 142 |
|
|
2023
Q2 | $995K | Buy |
+91,167
| New | +$995K | 0.55% | 62 |
|