Capital & Planning LLC’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	$1.37M	Buy	125,210 +4,875	+4%	+$53.2K	0.93%	23
2025 Q1	$1.35M	Buy	120,335 +8,325	+7%	+$93.2K	1%	23
2024 Q4	$1.26M	Buy	+112,010	New	+$1.26M	0.92%	24