CLA (CliftonLarsonAllen) Wealth Advisors’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 | $590K | Sell |
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|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.51M | Hold |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.9M | Hold |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.16M | Sell |
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|
2022
Q1 | $2.56M | Hold |
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|
2021
Q4 | $3.05M | Sell |
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|
2021
Q3 | $3.34M | Buy |
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|
2021
Q2 | $3.11M | Sell |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $3.38M | Sell |
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|
2020
Q3 | $3.34M | Hold |
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|
2020
Q2 | $3.24M | Buy |
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|
2019
Q4 | $3.8M | Buy |
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|
2019
Q3 | $2.89M | Buy |
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|
2019
Q2 | $2.49M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.24M | Hold |
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|
2018
Q3 | $1.27M | Hold |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.97M | Hold |
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|
2017
Q4 | $2.08M | Sell |
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|
2017
Q3 | $2.15M | Hold |
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|
2017
Q2 | $2.12M | Sell |
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|
2017
Q1 | $2.13M | Sell |
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|
2016
Q4 | $2.17M | Sell |
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|
2016
Q3 | $2.44M | Buy |
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|
2016
Q2 | $610K | Hold |
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|
2016
Q1 | $578K | Sell |
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|
2015
Q4 | $584K | Hold |
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|
2015
Q3 | $550K | Hold |
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|
2015
Q2 | $537K | Buy |
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