Claro Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30,872
| Closed | -$351K | – | 371 |
|
|
2022
Q4 | $351K | Sell |
30,872
-12,772
| -29% | -$145K | 0.11% | 211 |
|
|
2022
Q3 | $513K | Hold |
43,644
| – | – | 0.2% | 125 |
|
|
2022
Q2 | $513K | Buy |
+43,644
| New | +$513K | 0.2% | 125 |
|
|
2019
Q1 | – | Sell |
-2,982
| Closed | -$38K | – | 655 |
|
|
2018
Q4 | $38K | Buy |
+2,982
| New | +$38K | 0.03% | 390 |
|