Apollon Wealth Management’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 | $173K | Hold |
15,804
| – | – | ﹤0.01% | 1193 |
|
|
2025
Q1 | $177K | Hold |
15,804
| – | – | ﹤0.01% | 1113 |
|
|
2024
Q4 | $178K | Buy |
15,804
+4,803
| +44% | +$54.2K | ﹤0.01% | 1108 |
|
|
2024
Q3 | $132K | Hold |
11,001
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q2 | $126K | Hold |
11,001
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q1 | $122K | Hold |
11,001
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q4 | $121K | Buy |
+11,001
| New | +$121K | ﹤0.01% | 1029 |
|
|
2023
Q1 | – | Sell |
-10,574
| Closed | -$120K | – | 902 |
|
|
2022
Q4 | $120K | Sell |
10,574
-8,500
| -45% | -$96.6K | 0.01% | 806 |
|
|
2022
Q3 | $202K | Sell |
19,074
-1,500
| -7% | -$15.9K | 0.02% | 721 |
|
|
2022
Q2 | $242K | Hold |
20,574
| – | – | 0.02% | 626 |
|
|
2022
Q1 | $270K | Sell |
20,574
-3,500
| -15% | -$45.9K | 0.02% | 612 |
|
|
2021
Q4 | $376K | Buy |
24,074
+1,500
| +7% | +$23.4K | 0.03% | 528 |
|
|
2021
Q3 | $343K | Buy |
+22,574
| New | +$343K | 0.05% | 323 |
|
|
2021
Q1 | – | Sell |
-13,923
| Closed | -$210K | – | 360 |
|
|
2020
Q4 | $210K | Buy |
+13,923
| New | +$210K | 0.06% | 179 |
|