GeoWealth Management’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 | $562K | Sell |
51,498
-9,290
| -15% | -$101K | 0.02% | 382 |
|
|
2025
Q1 | $681K | Sell |
60,788
-10,442
| -15% | -$117K | 0.03% | 366 |
|
|
2024
Q4 | $803K | Buy |
71,230
+8,913
| +14% | +$101K | 0.03% | 354 |
|
|
2024
Q3 | $746K | Buy |
62,317
+25,899
| +71% | +$310K | 0.03% | 372 |
|
|
2024
Q2 | $417K | Sell |
36,418
-25,875
| -42% | -$297K | 0.02% | 475 |
|
|
2024
Q1 | $690K | Sell |
62,293
-11,418
| -15% | -$126K | 0.03% | 364 |
|
|
2023
Q4 | $811K | Buy |
+73,711
| New | +$811K | 0.07% | 243 |
|