EWA
EP Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
10,102
-327
| -3% | -$3.57K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $117K | Sell |
10,429
-4,226
| -29% | -$47.3K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $165K | Buy |
+14,655
| New | +$165K | ﹤0.01% | 1121 |
|
|
2018
Q4 | – | Sell |
-23,358
| Closed | -$296K | – | 285 |
|
|
2018
Q3 | $296K | Sell |
23,358
-3,223
| -12% | -$40.8K | 0.02% | 225 |
|
|
2018
Q2 | $346K | Sell |
26,581
-1,851
| -7% | -$24.1K | 0.03% | 143 |
|
|
2018
Q1 | $370K | Sell |
28,432
-8,614
| -23% | -$112K | 0.04% | 140 |
|
|
2017
Q4 | $509K | Hold |
37,046
| – | – | 0.05% | 112 |
|
|
2017
Q3 | $513K | Sell |
37,046
-719
| -2% | -$9.96K | 0.06% | 105 |
|
|
2017
Q2 | $517K | Sell |
37,765
-1,645
| -4% | -$22.5K | 0.06% | 104 |
|
|
2017
Q1 | $527K | Hold |
39,410
| – | – | 0.07% | 83 |
|
|
2016
Q4 | $526K | Hold |
39,410
| – | – | 0.08% | 81 |
|
|
2016
Q3 | $575K | Buy |
+39,410
| New | +$575K | 0.09% | 72 |
|