BWCS
Beirne Wealth Consulting Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,162
| Closed | -$205K | – | 106 |
|
|
2021
Q4 | $205K | Buy |
+13,162
| New | +$205K | 0.11% | 96 |
|
|
2021
Q3 | – | Sell |
-13,162
| Closed | -$207K | – | 121 |
|
|
2021
Q2 | $207K | Hold |
13,162
| – | – | 0.11% | 105 |
|
|
2021
Q1 | $196K | Sell |
13,162
-3,093
| -19% | -$46.1K | 0.12% | 98 |
|
|
2020
Q4 | $245K | Hold |
16,255
| – | – | 0.12% | 128 |
|
|
2020
Q3 | $234K | Hold |
16,255
| – | – | 0.14% | 117 |
|
|
2020
Q2 | $227K | Sell |
16,255
-1,000
| -6% | -$14K | 0.19% | 67 |
|
|
2020
Q1 | $235K | Buy |
+17,255
| New | +$235K | 0.25% | 57 |
|
|
2019
Q4 | – | Sell |
-19,198
| Closed | -$276K | – | 113 |
|
|
2019
Q3 | $276K | Hold |
19,198
| – | – | 0.23% | 106 |
|
|
2019
Q2 | $266K | Hold |
19,198
| – | – | 0.24% | 108 |
|
|
2019
Q1 | $258K | Hold |
19,198
| – | – | 0.2% | 149 |
|
|
2018
Q4 | $236K | Buy |
+19,198
| New | +$236K | 0.2% | 146 |
|