Blue Bell Private Wealth Management’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 | – | Sell |
-2,501
| Closed | -$28K | – | 751 |
|
|
2025
Q1 | $28K | Sell |
2,501
-3,000
| -55% | -$33.6K | 0.01% | 432 |
|
|
2024
Q4 | $62.1K | Sell |
5,501
-5,700
| -51% | -$64.3K | 0.01% | 333 |
|
|
2024
Q3 | $134K | Hold |
11,201
| – | – | 0.03% | 252 |
|
|
2024
Q2 | $128K | Buy |
11,201
+3,401
| +44% | +$39K | 0.03% | 248 |
|
|
2024
Q1 | $86.3K | Buy |
+7,800
| New | +$86.3K | 0.02% | 276 |
|