Evoke Wealth’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
2025 Q2	$2.8M	Buy	255,089 +8,000	+3%	+$87.9K	0.06%	113
2025 Q1	$2.79M	Hold	247,089	–	–	0.07%	108
2024 Q4	$2.79M	Buy	247,089 +37,000	+18%	+$417K	0.08%	107
2024 Q3	$2.53M	Buy	210,089 +174,089	+484%	+$2.1M	0.07%	107
2024 Q2	$415K	Sell	36,000 -110,689	-75%	-$1.28M	0.49%	43
2024 Q1	$1.63M	Buy	146,689 +110,689	+307%	+$1.23M	0.05%	130
2023 Q4	$396K	Sell	36,000 -119,366	-77%	-$1.31M	0.64%	37
2023 Q3	$1.51M	Buy	155,366 +1,266	+0.8%	+$12.3K	0.05%	137
2023 Q2	$1.69M	Hold	154,100	–	–	0.06%	120
2023 Q1	$1.72M	Sell	154,100 -5,650	-4%	-$63K	0.06%	119
2022 Q4	$1.82M	Sell	159,750 -14,581	-8%	-$166K	0.07%	121
2022 Q3	$1.86M	Buy	174,331 +79	+0%	+$842	0.08%	103
2022 Q2	$2.06M	Sell	174,252 -5,649	-3%	-$66.7K	0.08%	106
2022 Q1	$2.37M	Buy	179,901 +5,076	+3%	+$67K	0.08%	107
2021 Q4	$2.73M	Buy	174,825 +75	+0%	+$1.17K	0.09%	104
2021 Q3	$2.66M	Buy	174,750 +16,500	+10%	+$252K	0.1%	102
2021 Q2	$2.49M	Buy	158,250 +60,050	+61%	+$946K	0.09%	112
2021 Q1	$1.46M	Sell	98,200 -40,154	-29%	-$597K	0.07%	128
2020 Q4	$2.09M	Buy	138,354 +12,284	+10%	+$185K	0.14%	48
2020 Q3	$1.82M	Buy	126,070 +31,960	+34%	+$460K	0.15%	49
2020 Q2	$1.31M	Buy	94,110 +21,460	+30%	+$299K	0.13%	50
2020 Q1	$987K	Sell	72,650 -11,459	-14%	-$156K	0.14%	51
2019 Q4	$1.21M	Buy	84,109 +1,403	+2%	+$20.2K	0.15%	58
2019 Q3	$1.19M	Buy	+82,706	New	+$1.19M	0.15%	78