Atria Wealth Solutions’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 | – | Sell |
-16,679
| Closed | -$187K | – | 1744 |
|
|
2025
Q1 | $187K | Sell |
16,679
-38,804
| -70% | -$436K | ﹤0.01% | 1724 |
|
|
2024
Q4 | $626K | Sell |
55,483
-170,005
| -75% | -$1.92M | 0.01% | 1137 |
|
|
2024
Q3 | $2.71M | Buy |
225,488
+207,118
| +1,127% | +$2.49M | 0.03% | 522 |
|
|
2024
Q2 | $211K | Sell |
18,370
-169
| -0.9% | -$1.94K | ﹤0.01% | 1715 |
|
|
2024
Q1 | $206K | Buy |
18,539
+631
| +4% | +$7K | ﹤0.01% | 1804 |
|
|
2023
Q4 | $197K | Sell |
17,908
-119
| -0.7% | -$1.31K | ﹤0.01% | 1773 |
|
|
2023
Q3 | $175K | Sell |
18,027
-3,002
| -14% | -$29.2K | ﹤0.01% | 1718 |
|
|
2023
Q2 | $231K | Buy |
+21,029
| New | +$231K | ﹤0.01% | 1600 |
|