WLPWM
NRO
Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
32,700
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $108K | Hold |
32,700
| – | – | 0.04% | 132 |
|
|
2024
Q4 | $116K | Hold |
32,700
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $134K | Hold |
32,700
| – | – | 0.05% | 129 |
|
|
2024
Q2 | $110K | Hold |
32,700
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $109K | Buy |
+32,700
| New | +$109K | 0.04% | 116 |
|