Apollon 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	$154K	Hold	13,735	–	–	﹤0.01%	1337
2025 Q4	$160K	Sell	13,735 -2,069	-13%	-$23.8K	﹤0.01%	1247
2025 Q3	$180K	Hold	15,804	–	–	﹤0.01%	1238
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%	+$55.9K	﹤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	+$112K	﹤0.01%	1029
2023 Q1	–	Sell	-10,574	Closed	-$120K	–	904
2022 Q4	$120K	Sell	10,574 -8,500	-45%	-$92.7K	0.01%	806
2022 Q3	$202K	Sell	19,074 -1,500	-7%	-$18K	0.02%	721
2022 Q2	$242K	Hold	20,574	–	–	0.02%	626
2022 Q1	$270K	Sell	20,574 -3,500	-15%	-$48.8K	0.02%	612
2021 Q4	$376K	Buy	24,074 +1,500	+7%	+$22.8K	0.03%	528
2021 Q3	$343K	Buy	+22,574	New	+$357K	0.05%	323
2021 Q1	–	Sell	-13,923	Closed	-$210K	–	360
2020 Q4	$210K	Buy	+13,923	New	+$203K	0.06%	179