Founders Capital Management (Texas)’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 | $60.1K | Hold |
5,500
| – | – | 0.04% | 121 |
|
2025
Q1 | $61.6K | Hold |
5,500
| – | – | 0.04% | 118 |
|
2024
Q4 | $62K | Hold |
5,500
| – | – | 0.04% | 119 |
|
2024
Q3 | $65.8K | Hold |
5,500
| – | – | 0.04% | 119 |
|
2024
Q2 | $63K | Hold |
5,500
| – | – | 0.04% | 120 |
|
2024
Q1 | $60.9K | Hold |
5,500
| – | – | 0.04% | 121 |
|
2023
Q4 | $60.5K | Hold |
5,500
| – | – | 0.04% | 121 |
|
2023
Q3 | $53.2K | Hold |
5,500
| – | – | 0.04% | 130 |
|
2023
Q2 | $60.1K | Hold |
5,500
| – | – | 0.04% | 128 |
|
2023
Q1 | $61K | Buy |
5,500
+500
| +10% | +$5.55K | 0.05% | 120 |
|
2022
Q4 | $57K | Hold |
5,000
| – | – | 0.04% | 119 |
|
2022
Q3 | $53K | Buy |
5,000
+1,000
| +25% | +$10.6K | 0.04% | 121 |
|
2022
Q2 | $47K | Buy |
4,000
+2,000
| +100% | +$23.5K | 0.04% | 127 |
|
2022
Q1 | $31K | Hold |
2,000
| – | – | 0.02% | 167 |
|
2021
Q4 | $31K | Hold |
2,000
| – | – | 0.02% | 167 |
|
2021
Q3 | $30K | Hold |
2,000
| – | – | 0.02% | 169 |
|
2021
Q2 | $31K | Hold |
2,000
| – | – | 0.02% | 156 |
|
2021
Q1 | $30K | Sell |
2,000
-2,000
| -50% | -$30K | 0.02% | 152 |
|
2020
Q4 | $60K | Buy |
+4,000
| New | +$60K | 0.04% | 95 |
|
2020
Q1 | $54K | Hold |
4,000
| – | – | 0.06% | 84 |
|
2019
Q4 | $58K | Hold |
4,000
| – | – | 0.04% | 95 |
|
2019
Q3 | $57K | Sell |
4,000
-1,000
| -20% | -$14.3K | 0.05% | 103 |
|
2019
Q2 | $69K | Hold |
5,000
| – | – | 0.06% | 94 |
|
2019
Q1 | $67K | Hold |
5,000
| – | – | 0.06% | 94 |
|
2018
Q4 | $62K | Buy |
5,000
+1,000
| +25% | +$12.4K | 0.07% | 94 |
|
2018
Q3 | $51K | Hold |
4,000
| – | – | 0.04% | 115 |
|
2018
Q2 | $52K | Hold |
4,000
| – | – | 0.05% | 115 |
|
2018
Q1 | $52K | Buy |
4,000
+500
| +14% | +$6.5K | 0.04% | 135 |
|
2017
Q4 | $48K | Buy |
+3,500
| New | +$48K | 0.04% | 141 |
|