BIA
Barry Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
27,218
-418,200
| -94% | -$4.96M | 0.08% | 79 |
|
|
2025
Q1 | $5.02M | Sell |
445,418
-10,539
| -2% | -$119K | 1.33% | 21 |
|
|
2024
Q4 | $5.14M | Sell |
455,957
-5,326
| -1% | -$60.1K | 1.65% | 19 |
|
|
2024
Q3 | $5.56M | Sell |
461,283
-8,123
| -2% | -$97.8K | 1.7% | 20 |
|
|
2024
Q2 | $5.41M | Sell |
469,406
-30,362
| -6% | -$350K | 1.82% | 20 |
|
|
2024
Q1 | $5.56M | Sell |
499,768
-30,241
| -6% | -$336K | 1.85% | 19 |
|
|
2023
Q4 | $5.83M | Sell |
530,009
-29,397
| -5% | -$323K | 1.97% | 17 |
|
|
2023
Q3 | $5.43M | Buy |
559,406
+18,469
| +3% | +$179K | 1.96% | 20 |
|
|
2023
Q2 | $5.93M | Sell |
540,937
-3,881
| -0.7% | -$42.6K | 2% | 19 |
|
|
2023
Q1 | $6.08M | Buy |
544,818
+20,279
| +4% | +$226K | 1.99% | 21 |
|
|
2022
Q4 | $5.96M | Buy |
524,539
+47,488
| +10% | +$540K | 1.88% | 23 |
|
|
2022
Q3 | $5.08M | Buy |
+477,051
| New | +$5.08M | 1.74% | 23 |
|