BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $320K | Buy |
29,301
+612
| +2% | +$6.69K | 0.04% | 213 |
|
|
2023
Q1 | $319K | Sell |
28,689
-9,552
| -25% | -$106K | 0.04% | 204 |
|
|
2022
Q4 | $435K | Sell |
38,241
-21,740
| -36% | -$247K | 0.05% | 184 |
|
|
2022
Q3 | $636K | Sell |
59,981
-17,617
| -23% | -$187K | 0.08% | 153 |
|
|
2022
Q2 | $912K | Sell |
77,598
-3,808
| -5% | -$44.8K | 0.11% | 129 |
|
|
2022
Q1 | $1.07M | Sell |
81,406
-240
| -0.3% | -$3.16K | 0.11% | 126 |
|
|
2021
Q4 | $1.27M | Sell |
81,646
-5,000
| -6% | -$78K | 0.13% | 117 |
|
|
2021
Q3 | $1.32M | Buy |
+86,646
| New | +$1.32M | 0.14% | 112 |
|
|
2021
Q2 | – | Sell |
-114,288
| Closed | -$1.69M | – | 94 |
|
|
2021
Q1 | $1.69M | Buy |
114,288
+109,288
| +2,186% | +$1.62M | 0.2% | 90 |
|
|
2020
Q4 | $76K | Hold |
5,000
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $72K | Hold |
5,000
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $70K | Buy |
+5,000
| New | +$70K | 0.01% | 299 |
|
|
2019
Q2 | – | Hold |
0
| – | -$13K | – | 664 |
|
|
2019
Q1 | – | Hold |
0
| – | -$12K | – | 406 |
|
|
2018
Q4 | – | Hold |
0
| – | -$13K | – | 393 |
|
|
2018
Q3 | – | Hold |
0
| – | -$13K | – | 433 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 432 |
|
|
2017
Q4 | – | Hold |
0
| – | -$1K | – | 502 |
|
|
2017
Q3 | – | Hold |
0
| – | -$2K | – | 424 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 509 |
|