Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-45,326
| Closed | -$596K | – | 234 |
|
|
2022
Q1 | $596K | Buy |
+45,326
| New | +$596K | 0.04% | 142 |
|
|
2019
Q3 | – | Sell |
-482
| Closed | -$7K | – | 551 |
|
|
2019
Q2 | $7K | Buy |
+482
| New | +$7K | ﹤0.01% | 691 |
|
|
2019
Q1 | – | Sell |
-482
| Closed | -$6K | – | 538 |
|
|
2018
Q4 | $6K | Buy |
+482
| New | +$6K | ﹤0.01% | 700 |
|