B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $267 | Buy |
22,686
+6,978
| +44% | +$82 | ﹤0.01% | 567 |
|
|
2022
Q1 | $206K | Sell |
15,708
-3,500
| -18% | -$45.9K | 0.02% | 552 |
|
|
2021
Q4 | $300K | Sell |
19,208
-3,229
| -14% | -$50.4K | 0.02% | 479 |
|
|
2021
Q3 | $341K | Buy |
+22,437
| New | +$341K | 0.03% | 425 |
|
|
2020
Q3 | – | Sell |
-17,981
| Closed | -$250K | – | 493 |
|
|
2020
Q2 | $250K | Sell |
17,981
-10,631
| -37% | -$148K | 0.03% | 335 |
|
|
2020
Q1 | $387K | Buy |
+28,612
| New | +$387K | 0.04% | 310 |
|