Creative Planning’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 | $1.06M | Buy |
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|
2025
Q2 | $935K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $5.84M | Buy |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $632K | Sell |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $893K | Sell |
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|
2021
Q3 | $972K | Buy |
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|
2021
Q2 | $926K | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $910K | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $1.15M | Buy |
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|
2016
Q2 | $704K | Sell |
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|
2016
Q1 | $672K | Buy |
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|
2015
Q4 | $590K | Sell |
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|
2015
Q3 | $566K | Sell |
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|
2015
Q2 | $556K | Buy |
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|
2015
Q1 | $410K | Sell |
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|
2014
Q4 | $412K | Buy |
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|
2014
Q3 | $391K | Buy |
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|
2014
Q2 | $210K | Buy |
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|
2014
Q1 | $157K | Sell |
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|
2013
Q4 | $155K | Buy |
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|
2013
Q3 | $25K | Buy |
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|
2013
Q2 | $22K | Buy |
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