Global Retirement Partners’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 Q4	$212K	Buy	18,200 +16,100	+767%	+$185K	﹤0.01%	1446
2025 Q3	$23.9K	Hold	2,100	–	–	﹤0.01%	2310
2025 Q2	$22.9K	Buy	+2,100	New	+$22.8K	﹤0.01%	2217
2024 Q4	$23.7K	Hold	2,100	–	–	﹤0.01%	2002
2024 Q3	$25.1K	Hold	2,100	–	–	﹤0.01%	1882
2024 Q2	$24.1K	Buy	2,100 +70	+3%	+$766	﹤0.01%	1887
2024 Q1	$22.5K	Hold	2,030	–	–	﹤0.01%	1758
2023 Q4	$22.1K	Hold	2,030	–	–	﹤0.01%	1710
2023 Q3	$19.6K	Hold	2,030	–	–	﹤0.01%	1652
2023 Q2	$22.2K	Hold	2,030	–	–	﹤0.01%	1629
2023 Q1	$22.5K	Hold	2,030	–	–	﹤0.01%	1590
2022 Q4	$23.1K	Hold	2,030	–	–	﹤0.01%	1422
2022 Q3	$21K	Hold	2,030	–	–	﹤0.01%	1374
2022 Q2	$24K	Hold	2,030	–	–	﹤0.01%	1289
2022 Q1	$24K	Hold	2,030	–	–	﹤0.01%	1289
2021 Q4	$32K	Hold	2,030	–	–	0.02%	107
2021 Q3	$31K	Hold	2,030	–	–	﹤0.01%	1034
2021 Q2	$32K	Hold	2,030	–	–	﹤0.01%	1028
2021 Q1	$30K	Sell	2,030 -184	-8%	-$2.73K	﹤0.01%	976
2020 Q4	$33K	Buy	2,214 +184	+9%	+$2.68K	﹤0.01%	865
2020 Q3	$29K	Hold	2,030	–	–	﹤0.01%	798
2020 Q2	$28K	Hold	2,030	–	–	﹤0.01%	791
2020 Q1	$27K	Hold	2,030	–	–	0.01%	720
2019 Q4	$29K	Hold	2,030	–	–	﹤0.01%	809
2019 Q3	$29K	Hold	2,030	–	–	﹤0.01%	767
2019 Q2	$28K	Buy	+2,030	New	+$27.3K	0.01%	776