Drive Wealth Management’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
2024 Q3	–	Sell	-14,065	Closed	-$162K	–	344
2024 Q2	$162K	Sell	14,065 -2,000	-12%	-$21.9K	0.04%	295
2024 Q1	$179K	Sell	16,065 -1,530	-9%	-$16.8K	0.05%	293
2023 Q4	$194K	Sell	17,595 -10,800	-38%	-$110K	0.06%	274
2023 Q3	$276K	Sell	28,395 -1,650	-5%	-$17.3K	0.1%	183
2023 Q2	$329K	Sell	30,045 -3,265	-10%	-$35.7K	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%	-$63.1K	0.21%	116
2022 Q3	$452K	Sell	42,389 -2,441	-5%	-$29.3K	0.43%	63
2022 Q2	$529K	Sell	44,830 -994	-2%	-$12.1K	0.48%	54
2022 Q1	$605K	Buy	45,824 +1,335	+3%	+$18.6K	0.51%	51
2021 Q4	$694K	Buy	+44,489	New	+$677K	0.61%	38