SWM
NRO
Selective Wealth Management’s Neuberger Berman Real Estate Securities Income Fund NRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,911
| Closed | -$43K | – | 388 |
|
|
2020
Q2 | $43K | Hold |
11,911
| – | – | 0.04% | 118 |
|
|
2020
Q1 | $36K | Hold |
11,911
| – | – | 0.06% | 75 |
|
|
2019
Q4 | $66K | Hold |
11,911
| – | – | 0.08% | 61 |
|
|
2019
Q3 | $68K | Hold |
11,911
| – | – | 0.09% | 65 |
|
|
2019
Q2 | $61K | Hold |
11,911
| – | – | 0.1% | 39 |
|
|
2019
Q1 | $59K | Buy |
+11,911
| New | +$59K | 0.07% | 26 |
|
|
2018
Q3 | $59K | Buy |
+11,911
| New | +$59K | 0.71% | 34 |
|