Belpointe Asset Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$313K	Hold	27,884	–	–	0.01%	847
2025 Q4	$324K	Hold	27,884	–	–	0.01%	803
2025 Q3	$318K	Hold	27,884	–	–	0.01%	776
2025 Q2	$304K	Buy	27,884 +8,320	+43%	+$90.2K	0.01%	750
2025 Q1	$219K	Buy	19,564 +6,564	+50%	+$74.8K	0.01%	835
2024 Q4	$151K	Sell	13,000 -3,500	-21%	-$40.7K	0.01%	818
2024 Q3	$198K	Buy	+16,500	New	+$192K	0.01%	811
2023 Q2	–	Sell	-9,870	Closed	-$110K	–	2332
2023 Q1	$110K	Sell	9,870 -4,471	-31%	-$49.9K	0.01%	1251
2022 Q4	$163K	Sell	14,341 -5,222	-27%	-$57K	0.01%	981
2022 Q3	$207K	Sell	19,563 -3,492	-15%	-$42K	0.01%	818
2022 Q2	$271K	Sell	23,055 -193	-0.8%	-$2.35K	0.02%	717
2022 Q1	$305K	Sell	23,248 -338	-1%	-$4.71K	0.02%	718
2021 Q4	$368K	Buy	23,586 +1,071	+5%	+$16.3K	0.02%	627
2021 Q3	$342K	Buy	22,515 +292	+1%	+$4.61K	0.02%	634
2021 Q2	$349K	Sell	22,223 -983	-4%	-$15K	0.03%	614
2021 Q1	$344K	Buy	23,206 +328	+1%	+$4.86K	0.03%	545
2020 Q4	$345K	Buy	22,878 +306	+1%	+$4.46K	0.03%	509
2020 Q3	$324K	Buy	22,572 +22	+0.1%	+$316	0.04%	413
2020 Q2	$313K	Buy	22,550 +3,700	+20%	+$50K	0.04%	395
2020 Q1	$255K	Hold	18,850	–	–	0.04%	381
2019 Q4	$271K	Buy	18,850 +3,900	+26%	+$55.4K	0.03%	462
2019 Q3	$214K	Buy	14,950 +5,000	+50%	+$70.9K	0.04%	458
2019 Q2	$137K	Buy	+9,950	New	+$134K	0.03%	503
2018 Q4	–	Sell	-14,958	Closed	-$189K	–	588
2018 Q3	$189K	Buy	+14,958	New	+$193K	0.03%	467
2018 Q1	–	Sell	-18,615	Closed	-$256K	–	434
2017 Q4	$256K	Buy	+18,615	New	+$255K	0.06%	371