Avior 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 | $1.15M | Buy |
105,332
+15,555
| +17% | +$170K | 0.04% | 269 |
|
|
2025
Q1 | $1.01M | Sell |
89,777
-13,238
| -13% | -$148K | 0.04% | 264 |
|
|
2024
Q4 | $1.16M | Buy |
103,015
+3,879
| +4% | +$43.8K | 0.04% | 258 |
|
|
2024
Q3 | $1.19M | Buy |
99,136
+7,867
| +9% | +$94.2K | 0.05% | 256 |
|
|
2024
Q2 | $1.05M | Buy |
91,269
+15,301
| +20% | +$175K | 0.05% | 263 |
|
|
2024
Q1 | $841K | Buy |
75,968
+5,117
| +7% | +$56.6K | 0.04% | 325 |
|
|
2023
Q4 | $779K | Sell |
70,851
-6,744
| -9% | -$74.2K | 0.05% | 249 |
|
|
2023
Q3 | $751K | Sell |
77,595
-16,739
| -18% | -$162K | 0.05% | 242 |
|
|
2023
Q2 | $1.03M | Sell |
94,334
-243
| -0.3% | -$2.66K | 0.07% | 196 |
|
|
2023
Q1 | $1.05M | Sell |
94,577
-11,881
| -11% | -$132K | 0.07% | 197 |
|
|
2022
Q4 | $1.21M | Sell |
106,458
-79,724
| -43% | -$906K | 0.09% | 164 |
|
|
2022
Q3 | $1.97M | Buy |
+186,182
| New | +$1.97M | 0.16% | 111 |
|