Cresta Advisors’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	$4.33M	Buy	385,647 +116,000	+43%	+$1.35M	1.77%	15
2025 Q4	$3.14M	Buy	269,647 +13,000	+5%	+$150K	1.31%	18
2025 Q3	$2.92M	Hold	256,647	–	–	1.3%	18
2025 Q2	$2.8M	Hold	256,647	–	–	1.37%	18
2025 Q1	$2.87M	Sell	256,647 -67,139	-21%	-$765K	1.49%	16
2024 Q4	$3.88M	Hold	323,786	–	–	2.03%	14
2024 Q3	$3.88M	Buy	323,786 +44,000	+16%	+$511K	2.03%	14
2024 Q2	$3.21M	Buy	279,786 +68,139	+32%	+$746K	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	+$764K	0.69%	17