Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38K | Sell |
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|
2025
Q2 | $38K | Sell |
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|
2025
Q1 | $47K | Sell |
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|
2024
Q4 | $51K | Sell |
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|
2024
Q3 | $149K | Sell |
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|
2024
Q2 | $170K | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $133K | Buy |
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|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $148K | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $26K | Buy |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $155K | Buy |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $31K | Sell |
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|
2017
Q4 | $42K | Hold |
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|
2017
Q3 | $43K | Buy |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $23K | Sell |
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|
2016
Q3 | $41K | Sell |
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|
2016
Q2 | $63K | Hold |
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|
2016
Q1 | $60K | Hold |
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|
2015
Q4 | $58K | Sell |
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|
2015
Q3 | $87K | Buy |
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