Walled Lake Planning & Wealth Management’s Neuberger Berman Real Estate Securities Income Fund NRO Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio NRO Stock Details NRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$105K	Hold
2025 Q1	$108K	Sell
2024 Q4	$116K	Hold
2024 Q3	$134K	Hold
2024 Q2	$110K	Hold
2024 Q1	$109K	Buy