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GPS Wealth Strategies Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

GPS Wealth Strategies Group’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,249
Closed -$147K – 1292
2023
Q1 		$147K Sell
13,249
-2,140
-14% -$23.9K 0.03% 278
2022
Q4 		$175K Hold
15,389
– – 0.05% 101
2022
Q3 		$163K Buy
15,389
+6,863
+80% +$82.5K 0.04% 228
2022
Q2 		$100K Buy
8,526
+6,386
+298% +$77.8K 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 +$31.7K 0.01% 467

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RCM
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BI
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SIA
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HWAM
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Bank of America
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UBS Group
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VanEck Associates
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