Spire Wealth Management’s Neuberger Berman Energy Infrastructure and Income Fund NML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3K | Sell |
4,260
-250
| -6% | -$2.25K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $40.6K | Hold |
4,510
| – | – | ﹤0.01% | 1354 |
|
|
2024
Q4 | $39.8K | Hold |
4,510
| – | – | ﹤0.01% | 1366 |
|
|
2024
Q3 | $37K | Sell |
4,510
-90
| -2% | -$738 | ﹤0.01% | 1232 |
|
|
2024
Q2 | $36.8K | Sell |
4,600
-270
| -6% | -$2.16K | ﹤0.01% | 1226 |
|
|
2024
Q1 | $35.9K | Hold |
4,870
| – | – | ﹤0.01% | 1323 |
|
|
2023
Q4 | $31.1K | Hold |
4,870
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q3 | $33.5K | Sell |
4,870
-1,070
| -18% | -$7.36K | ﹤0.01% | 1317 |
|
|
2023
Q2 | $40.9K | Hold |
5,940
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q1 | $39K | Buy |
5,940
+1,780
| +43% | +$11.7K | ﹤0.01% | 1305 |
|
|
2022
Q4 | $28K | Sell |
4,160
-100
| -2% | -$673 | ﹤0.01% | 1231 |
|
|
2022
Q3 | $26K | Sell |
4,260
-3,760
| -47% | -$22.9K | ﹤0.01% | 1225 |
|
|
2022
Q2 | $48K | Sell |
8,020
-6,520
| -45% | -$39K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $94K | Hold |
14,540
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q4 | $76K | Hold |
14,540
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q3 | $72K | Hold |
14,540
| – | – | ﹤0.01% | 1325 |
|
|
2021
Q2 | $73K | Buy |
14,540
+140
| +1% | +$703 | ﹤0.01% | 1327 |
|
|
2021
Q1 | $60K | Buy |
+14,400
| New | +$60K | ﹤0.01% | 1634 |
|