AWA
Acorn Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
10,040
| – | – | 0.04% | 247 |
|
|
2025
Q1 | $112K | Hold |
10,040
| – | – | 0.05% | 229 |
|
|
2024
Q4 | $113K | Sell |
10,040
-1,051
| -9% | -$11.9K | 0.05% | 233 |
|
|
2024
Q3 | $133K | Sell |
11,091
-165
| -1% | -$1.98K | 0.06% | 224 |
|
|
2024
Q2 | $129K | Sell |
11,256
-631
| -5% | -$7.23K | 0.06% | 201 |
|
|
2024
Q1 | $132K | Hold |
11,887
| – | – | 0.07% | 200 |
|
|
2023
Q4 | $131K | Buy |
11,887
+73
| +0.6% | +$803 | 0.08% | 184 |
|
|
2023
Q3 | $114K | Buy |
11,814
+64
| +0.5% | +$619 | 0.08% | 180 |
|
|
2023
Q2 | $128K | Buy |
11,750
+61
| +0.5% | +$667 | 0.09% | 171 |
|
|
2023
Q1 | $130K | Buy |
11,689
+65
| +0.6% | +$723 | 0.1% | 166 |
|
|
2022
Q4 | $132K | Buy |
11,624
+81
| +0.7% | +$920 | 0.1% | 156 |
|
|
2022
Q3 | $122K | Buy |
11,543
+81
| +0.7% | +$856 | 0.1% | 151 |
|
|
2022
Q2 | $135K | Buy |
11,462
+78
| +0.7% | +$919 | 0.11% | 158 |
|
|
2022
Q1 | $150K | Buy |
11,384
+73
| +0.6% | +$962 | 0.1% | 170 |
|
|
2021
Q4 | $176K | Buy |
11,311
+68
| +0.6% | +$1.06K | 0.11% | 178 |
|
|
2021
Q3 | $171K | Buy |
11,243
+22
| +0.2% | +$335 | 0.12% | 169 |
|
|
2021
Q2 | $176K | Buy |
11,221
+67
| +0.6% | +$1.05K | 0.12% | 164 |
|
|
2021
Q1 | $165K | Buy |
+11,154
| New | +$165K | 0.12% | 161 |
|
|
2018
Q3 | – | Sell |
-8,861
| Closed | -$115K | – | 319 |
|
|
2018
Q2 | $115K | Hold |
8,861
| – | – | 0.1% | 159 |
|
|
2018
Q1 | $113K | Hold |
8,861
| – | – | 0.1% | 160 |
|
|
2017
Q4 | $123K | Buy |
+8,861
| New | +$123K | 0.11% | 148 |
|