Altus Wealth Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Hold |
53,685
| – | – | 0.26% | 75 |
|
|
2025
Q1 | $601K | Sell |
53,685
-3
| -0% | -$34 | 0.28% | 70 |
|
|
2024
Q4 | $606K | Sell |
53,688
-1,934
| -3% | -$21.8K | 0.27% | 78 |
|
|
2024
Q3 | $666K | Sell |
55,622
-8,519
| -13% | -$102K | 0.28% | 77 |
|
|
2024
Q2 | $735K | Sell |
64,141
-941
| -1% | -$10.8K | 0.37% | 62 |
|
|
2024
Q1 | $720K | Sell |
65,082
-2,964
| -4% | -$32.8K | 0.36% | 64 |
|
|
2023
Q4 | $749K | Sell |
68,046
-7,464
| -10% | -$82.1K | 0.41% | 60 |
|
|
2023
Q3 | $731K | Sell |
75,510
-1,940
| -3% | -$18.8K | 0.46% | 54 |
|
|
2023
Q2 | $847K | Hold |
77,450
| – | – | 0.52% | 48 |
|
|
2023
Q1 | $861K | Sell |
77,450
-7,605
| -9% | -$84.6K | 0.58% | 42 |
|
|
2022
Q4 | $967K | Sell |
85,055
-339
| -0.4% | -$3.85K | 0.73% | 32 |
|
|
2022
Q3 | $1.3M | Hold |
85,394
| – | – | 1.29% | 17 |
|
|
2022
Q2 | $1.3M | Sell |
85,394
-3,610
| -4% | -$54.8K | 1.29% | 17 |
|
|
2022
Q1 | $1.17M | Hold |
89,004
| – | – | 0.96% | 23 |
|
|
2021
Q4 | $1.39M | Buy |
89,004
+3,610
| +4% | +$56.3K | 1.14% | 16 |
|
|
2021
Q3 | $1.3M | Hold |
85,394
| – | – | 1.29% | 17 |
|
|
2021
Q2 | $1.34M | Buy |
85,394
+1,798
| +2% | +$28.2K | 1.31% | 17 |
|
|
2021
Q1 | $1.26M | Hold |
83,596
| – | – | 1.25% | 18 |
|
|
2020
Q4 | $1.26M | Buy |
+83,596
| New | +$1.26M | 1.21% | 16 |
|