Caldwell Trust’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Hold |
4,878
|
|
||||
|
2025
Q1 | $54.6K | Hold |
4,878
|
|
||||
|
2024
Q4 | $55K | Hold |
4,878
|
|
||||
|
2024
Q3 | $58.4K | Sell |
4,878
-13,235
|
|
||||
|
2024
Q2 | $208K | Hold |
18,113
|
|
||||
|
2024
Q1 | $201K | Hold |
18,113
|
|
||||
|
2023
Q4 | $199K | Buy |
18,113
+1,523
|
|
||||
|
2023
Q3 | $161K | Hold |
16,590
|
|
||||
|
2023
Q2 | $181K | Hold |
16,590
|
|
||||
|
2023
Q1 | $184K | Hold |
16,590
|
|
||||
|
2022
Q4 | $189K | Hold |
16,590
|
|
||||
|
2022
Q3 | $176K | Hold |
16,590
|
|
||||
|
2022
Q2 | $195K | Hold |
16,590
|
|
||||
|
2022
Q1 | $218K | Hold |
16,590
|
|
||||
|
2021
Q4 | $259K | Buy |
16,590
+4,878
|
|
||||
|
2021
Q3 | $178K | Hold |
11,712
|
|
||||
|
2021
Q2 | $184K | Hold |
11,712
|
|
||||
|
2021
Q1 | $174K | Sell |
11,712
-300
|
|
||||
|
2020
Q4 | $181K | Hold |
12,012
|
|
||||
|
2020
Q3 | $172K | Hold |
12,012
|
|
||||
|
2020
Q2 | $167K | Hold |
12,012
|
|
||||
|
2020
Q1 | $163K | Hold |
12,012
|
|
||||
|
2019
Q4 | $173K | Buy |
+12,012
|
|