GWA
Guidant Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,851
| Closed | -$35K | – | 284 |
|
|
2018
Q4 | $35K | Buy |
2,851
+12
| +0.4% | +$147 | 0.02% | 146 |
|
|
2018
Q3 | $35K | Buy |
2,839
+11
| +0.4% | +$136 | 0.01% | 95 |
|
|
2018
Q2 | $36K | Buy |
2,828
+12
| +0.4% | +$153 | 0.02% | 93 |
|
|
2018
Q1 | $36K | Buy |
2,816
+11
| +0.4% | +$141 | 0.02% | 91 |
|
|
2017
Q4 | $38K | Buy |
2,805
+1,948
| +227% | +$26.4K | 0.02% | 91 |
|
|
2017
Q3 | $11K | Buy |
+857
| New | +$11K | 0.01% | 152 |
|