Bard Financial Services’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 | $710K | Hold |
65,000
| – | – | 0.08% | 131 |
|
|
2025
Q1 | $728K | Hold |
65,000
| – | – | 0.09% | 130 |
|
|
2024
Q4 | $733K | Hold |
65,000
| – | – | 0.09% | 127 |
|
|
2024
Q3 | $778K | Sell |
65,000
-6,250
| -9% | -$74.8K | 0.09% | 125 |
|
|
2024
Q2 | $817K | Hold |
71,250
| – | – | 0.08% | 131 |
|
|
2024
Q1 | $789K | Hold |
71,250
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $784K | Buy |
71,250
+20,000
| +39% | +$220K | 0.09% | 128 |
|
|
2023
Q3 | $496K | Buy |
51,250
+38,750
| +310% | +$375K | 0.06% | 146 |
|
|
2023
Q2 | $137K | Buy |
+12,500
| New | +$137K | 0.01% | 303 |
|