Cresta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Hold |
256,647
| – | – | 1.37% | 18 |
|
|
2025
Q1 | $2.87M | Sell |
256,647
-67,139
| -21% | -$752K | 1.49% | 16 |
|
|
2024
Q4 | $3.88M | Hold |
323,786
| – | – | 2.03% | 14 |
|
|
2024
Q3 | $3.88M | Buy |
323,786
+44,000
| +16% | +$527K | 2.03% | 14 |
|
|
2024
Q2 | $3.21M | Buy |
279,786
+68,139
| +32% | +$781K | 1.9% | 15 |
|
|
2024
Q1 | $2.34M | Hold |
211,647
| – | – | 1.49% | 18 |
|
|
2023
Q4 | $2.33M | Hold |
211,647
| – | – | 1.55% | 16 |
|
|
2023
Q3 | $2.05M | Hold |
211,647
| – | – | 1.59% | 17 |
|
|
2023
Q2 | $2.31M | Buy |
211,647
+36,600
| +21% | +$400K | 1.8% | 15 |
|
|
2023
Q1 | $1.95M | Buy |
175,047
+105,047
| +150% | +$1.17M | 1.51% | 14 |
|
|
2022
Q4 | $796K | Buy |
+70,000
| New | +$796K | 0.69% | 17 |
|