CIA
Concurrent Investment Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
29,552
+5,204
| +21% | +$56.8K | 0.01% | 1026 |
|
|
2025
Q1 | $273K | Buy |
24,348
+2,078
| +9% | +$23.3K | 0.01% | 971 |
|
|
2024
Q4 | $251K | Buy |
22,270
+93
| +0.4% | +$1.05K | 0.01% | 885 |
|
|
2024
Q3 | $265K | Sell |
22,177
-937
| -4% | -$11.2K | 0.01% | 820 |
|
|
2024
Q2 | $265K | Sell |
23,114
-530
| -2% | -$6.07K | 0.01% | 774 |
|
|
2024
Q1 | $262K | Sell |
23,644
-818
| -3% | -$9.06K | 0.01% | 710 |
|
|
2023
Q4 | $269K | Buy |
+24,462
| New | +$269K | 0.01% | 678 |
|