GPS Wealth Strategies Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,249
| Closed | -$147K | – | 1292 |
|
2023
Q1 | $147K | Sell |
13,249
-2,140
| -14% | -$23.8K | 0.03% | 278 |
|
2022
Q4 | $175K | Hold |
15,389
| – | – | 0.05% | 101 |
|
2022
Q3 | $163K | Buy |
15,389
+6,863
| +80% | +$72.7K | 0.04% | 228 |
|
2022
Q2 | $100K | Buy |
8,526
+6,386
| +298% | +$74.9K | 0.03% | 316 |
|
2022
Q1 | $28K | Hold |
2,140
| – | – | 0.01% | 534 |
|
2021
Q4 | $33K | Hold |
2,140
| – | – | 0.01% | 494 |
|
2021
Q3 | $33K | Hold |
2,140
| – | – | 0.01% | 474 |
|
2021
Q2 | $34K | Hold |
2,140
| – | – | 0.01% | 493 |
|
2021
Q1 | $31K | Buy |
+2,140
| New | +$31K | 0.01% | 467 |
|