Clear Creek Financial Management’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
2026 Q1	$427K	Buy	37,991 +19,669	+107%	+$229K	0.03%	428
2025 Q4	$213K	Buy	18,322 +6,494	+55%	+$74.7K	0.02%	549
2025 Q3	$135K	Buy	+11,828	New	+$130K	0.01%	554
2024 Q3	–	Sell	-10,121	Closed	-$116K	–	474
2024 Q2	$116K	Sell	10,121 -981	-9%	-$10.7K	0.01%	437
2024 Q1	$123K	Buy	11,102 +2	+0%	+$22	0.02%	412
2023 Q4	$122K	Sell	11,100 -14	-0.1%	-$143	0.02%	333
2023 Q3	$108K	Buy	11,114 +1	+0%	+$11	0.02%	315
2023 Q2	$121K	Buy	11,113 +15	+0.1%	+$164	0.02%	316
2023 Q1	$123K	Hold	11,098	–	–	0.02%	293
2022 Q4	$126K	Hold	11,098	–	–	0.03%	285
2022 Q3	$118K	Buy	+11,098	New	+$133K	0.03%	272
2022 Q1	–	Sell	-15,273	Closed	-$238K	–	363
2021 Q4	$238K	Buy	+15,273	New	+$232K	0.04%	291
2021 Q1	–	Sell	-10,543	Closed	-$159K	–	183
2020 Q4	$159K	Buy	+10,543	New	+$154K	0.03%	287
2020 Q3	–	Sell	-10,543	Closed	-$147K	–	198
2020 Q2	$147K	Buy	+10,543	New	+$143K	0.04%	234