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CWC
Carolinas Wealth Consulting’s
Nuveen AMT-Free Quality Municipal Income Fund
NEA
Stock Holding History
Carolinas Wealth Consulting’s Portfolio
NEA Stock Details
NEA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-3,437
Closed
-$38.5K
–
617
2025
Q1
$38.5K
Buy
+3,437
New
+$39.1K
0.01%
382
2023
Q3
–
Sell
-1,844
Closed
-$20.4K
–
1086
2023
Q2
$20.4K
Sell
1,844
-4,646
-72%
-$50.8K
﹤0.01%
478
2023
Q1
$72.4K
Buy
6,490
+29
+0.4%
+$324
0.02%
305
2022
Q4
$73.5K
Buy
6,461
+78
+1%
+$851
0.02%
305
2022
Q3
$68K
Buy
6,383
+59
+0.9%
+$709
0.02%
288
2022
Q2
$75K
Buy
6,324
+57
+0.9%
+$694
0.02%
284
2022
Q1
$83K
Buy
6,267
+19
+0.3%
+$265
0.02%
276
2021
Q4
$97K
Buy
6,248
+66
+1%
+$1K
0.02%
267
2021
Q3
$94K
Buy
6,182
+49
+0.8%
+$774
0.02%
253
2021
Q2
$97K
Buy
6,133
+49
+0.8%
+$745
0.02%
264
2021
Q1
$91K
Buy
6,084
+34
+0.6%
+$504
0.02%
268
2020
Q4
$91K
Buy
6,050
+66
+1%
+$962
0.02%
244
2020
Q3
$86K
Buy
+5,984
New
+$85.9K
0.03%
213
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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