Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,065
| Closed | -$162K | – | 344 |
|
|
2024
Q2 | $162K | Sell |
14,065
-2,000
| -12% | -$23.1K | 0.04% | 295 |
|
|
2024
Q1 | $179K | Sell |
16,065
-1,530
| -9% | -$17K | 0.05% | 293 |
|
|
2023
Q4 | $194K | Sell |
17,595
-10,800
| -38% | -$119K | 0.06% | 274 |
|
|
2023
Q3 | $276K | Sell |
28,395
-1,650
| -5% | -$16K | 0.1% | 183 |
|
|
2023
Q2 | $329K | Sell |
30,045
-3,265
| -10% | -$35.8K | 0.12% | 159 |
|
|
2023
Q1 | $372K | Sell |
33,310
-3,290
| -9% | -$36.7K | 0.16% | 147 |
|
|
2022
Q4 | $416K | Sell |
36,600
-5,789
| -14% | -$65.8K | 0.21% | 116 |
|
|
2022
Q3 | $452K | Sell |
42,389
-2,441
| -5% | -$26K | 0.43% | 63 |
|
|
2022
Q2 | $529K | Sell |
44,830
-994
| -2% | -$11.7K | 0.48% | 54 |
|
|
2022
Q1 | $605K | Buy |
45,824
+1,335
| +3% | +$17.6K | 0.51% | 51 |
|
|
2021
Q4 | $694K | Buy |
+44,489
| New | +$694K | 0.61% | 38 |
|