Acorn Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $112K | Hold |
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|
2024
Q4 | $113K | Sell |
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|
2024
Q3 | $133K | Sell |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $114K | Buy |
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|
2023
Q2 | $128K | Buy |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $132K | Buy |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $176K | Buy |
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|
2021
Q1 | $165K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $113K | Hold |
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|
2017
Q4 | $123K | Buy |
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