AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $217K | Buy |
19,343
+1,338
| +7% | +$15.6K | ﹤0.01% | 1567 |
|
|
2025
Q4 | $209K | Buy |
18,005
+664
| +4% | +$7.64K | ﹤0.01% | 1503 |
|
|
2025
Q3 | $198K | Buy |
17,341
+37
| +0.2% | +$407 | ﹤0.01% | 1408 |
|
|
2025
Q2 | $189K | Hold |
17,304
| – | – | ﹤0.01% | 1330 |
|
|
2025
Q1 | $194K | Buy |
17,304
+1,000
| +6% | +$11.4K | ﹤0.01% | 1288 |
|
|
2024
Q4 | $184K | Hold |
16,304
| – | – | ﹤0.01% | 1296 |
|
|
2024
Q3 | $195K | Sell |
16,304
-3,029
| -16% | -$35.2K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $222K | Buy |
19,333
+895
| +5% | +$9.8K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $204K | Sell |
18,438
-22,732
| -55% | -$249K | ﹤0.01% | 1087 |
|
|
2023
Q4 | $442K | Buy |
41,170
+4,437
| +12% | +$45.3K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $356K | Sell |
36,733
-2,099
| -5% | -$22K | ﹤0.01% | 1531 |
|
|
2023
Q2 | $424K | Buy |
38,832
+3,626
| +10% | +$39.7K | ﹤0.01% | 1467 |
|
|
2023
Q1 | $391K | Sell |
35,206
-5,232
| -13% | -$58.4K | ﹤0.01% | 1449 |
|
|
2022
Q4 | $460K | Buy |
40,438
+3,005
| +8% | +$32.8K | ﹤0.01% | 1349 |
|
|
2022
Q3 | $397K | Buy |
37,433
+2,222
| +6% | +$26.7K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $414K | Buy |
35,211
+5,596
| +19% | +$68.2K | ﹤0.01% | 1297 |
|
|
2022
Q1 | $389K | Buy |
29,615
+2,773
| +10% | +$38.6K | ﹤0.01% | 1312 |
|
|
2021
Q4 | $419K | Buy |
26,842
+20
| +0.1% | +$304 | ﹤0.01% | 1329 |
|
|
2021
Q3 | $407K | Sell |
26,822
-607
| -2% | -$9.59K | ﹤0.01% | 1252 |
|
|
2021
Q2 | $431K | Sell |
27,429
-6,674
| -20% | -$102K | ﹤0.01% | 1196 |
|
|
2021
Q1 | $505K | Buy |
34,103
+6,523
| +24% | +$96.6K | 0.01% | 1024 |
|
|
2020
Q4 | $416K | Buy |
27,580
+1,804
| +7% | +$26.3K | ﹤0.01% | 1022 |
|
|
2020
Q3 | $370K | Buy |
25,776
+989
| +4% | +$14.2K | 0.01% | 970 |
|
|
2020
Q2 | $345K | Sell |
24,787
-5,293
| -18% | -$71.5K | 0.01% | 980 |
|
|
2020
Q1 | $407K | Hold |
30,080
| – | – | 0.01% | 749 |
|
|
2019
Q4 | $433K | Sell |
30,080
-1,484
| -5% | -$21.1K | 0.01% | 780 |
|
|
2019
Q3 | $452K | Buy |
31,564
+6,707
| +27% | +$95.1K | 0.01% | 649 |
|
|
2019
Q2 | $343K | Buy |
24,857
+10,140
| +69% | +$136K | 0.01% | 704 |
|
|
2019
Q1 | $197K | Buy |
14,717
+1,309
| +10% | +$17K | 0.01% | 600 |
|
|
2018
Q4 | $165K | Sell |
13,408
-4,696
| -26% | -$57.6K | 0.03% | 449 |
|
|
2018
Q3 | $229K | Buy |
18,104
+2,552
| +16% | +$33K | 0.01% | 526 |
|
|
2018
Q2 | $202K | Sell |
15,552
-1,652
| -10% | -$21.3K | 0.01% | 424 |
|
|
2018
Q1 | $224K | Buy |
+17,204
| New | +$227K | 0.02% | 385 |
|
Other funds holding NEA
GC
HWAM
MGAM
