B. Riley Wealth Advisors’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
2024 Q4	–	Sell	-14,196	Closed	-$171K	–	1240
2024 Q3	$171K	Sell	14,196 -2,678	-16%	-$31.1K	﹤0.01%	1164
2024 Q2	$195K	Sell	16,874 -3,257	-16%	-$35.7K	0.01%	1245
2024 Q1	$196K	Sell	20,131 -12	-0.1%	-$132	0.01%	1283
2023 Q4	$222K	Buy	20,143 +12	+0.1%	+$122	0.01%	1205
2023 Q3	$196K	Hold	20,131	–	–	0.01%	1283
2023 Q2	$221K	Sell	20,131 -500	-2%	-$5.47K	0.01%	1299
2023 Q1	$230K	Hold	20,631	–	–	0.01%	1221
2022 Q4	$235K	Sell	20,631 -10,151	-33%	-$111K	0.01%	1168
2022 Q3	$327K	Buy	+30,782	New	+$370K	0.01%	953
2022 Q2	–	Sell	-12,591	Closed	-$166K	–	1335
2022 Q1	$166K	Buy	12,591 +868	+7%	+$12.1K	0.01%	1240
2021 Q4	$183K	Sell	11,723 -7,061	-38%	-$107K	0.01%	1286
2021 Q3	$291K	Buy	+18,784	New	+$297K	0.01%	1053
2014 Q3	–	Sell	-2,619	Closed	-$35.3K	–	1432
2014 Q2	$35.3K	Buy	+2,619	New	+$34.9K	0.01%	1180