EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
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2025
Q1 | $117K | Sell |
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|
2024
Q4 | $165K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $296K | Sell |
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|
2018
Q2 | $346K | Sell |
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|
2018
Q1 | $370K | Sell |
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|
2017
Q4 | $509K | Hold |
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|
2017
Q3 | $513K | Sell |
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|
2017
Q2 | $517K | Sell |
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|
2017
Q1 | $527K | Hold |
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|
2016
Q4 | $526K | Hold |
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|
2016
Q3 | $575K | Buy |
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