IWA
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
155,527
-4,021
| -3% | -$43.9K | 0.18% | 84 |
|
|
2025
Q1 | $1.79M | Buy |
159,548
+13,009
| +9% | +$146K | 0.24% | 80 |
|
|
2024
Q4 | $1.65M | Buy |
+146,539
| New | +$1.65M | 0.19% | 90 |
|
|
2023
Q1 | – | Sell |
-187,734
| Closed | -$2.14M | – | 140 |
|
|
2022
Q4 | $2.14M | Sell |
187,734
-11,132
| -6% | -$127K | 0.48% | 65 |
|
|
2022
Q3 | $2.11M | Sell |
198,866
-9,358
| -4% | -$99.2K | 0.55% | 62 |
|
|
2022
Q2 | $2.45M | Sell |
208,224
-4,093
| -2% | -$48.1K | 0.56% | 69 |
|
|
2022
Q1 | $2.79M | Sell |
212,317
-3,762
| -2% | -$49.4K | 0.53% | 69 |
|
|
2021
Q4 | $3.37M | Sell |
216,079
-12,402
| -5% | -$193K | 0.6% | 66 |
|
|
2021
Q3 | $3.47M | Sell |
228,481
-17,420
| -7% | -$265K | 0.67% | 63 |
|
|
2021
Q2 | $3.86M | Sell |
245,901
-12,916
| -5% | -$203K | 0.77% | 52 |
|
|
2021
Q1 | $3.84M | Sell |
258,817
-6,728
| -3% | -$99.7K | 0.95% | 44 |
|
|
2020
Q4 | $4.01M | Buy |
265,545
+2,772
| +1% | +$41.9K | 1.05% | 38 |
|
|
2020
Q3 | $3.77M | Sell |
262,773
-5,204
| -2% | -$74.6K | 1.09% | 36 |
|
|
2020
Q2 | $3.72M | Buy |
267,977
+13,446
| +5% | +$187K | 1.2% | 32 |
|
|
2020
Q1 | $3.45M | Buy |
254,531
+50,720
| +25% | +$687K | 1.34% | 33 |
|
|
2019
Q4 | $2.93M | Buy |
203,811
+11,628
| +6% | +$167K | 0.9% | 46 |
|
|
2019
Q3 | $2.75M | Buy |
192,183
+10,680
| +6% | +$153K | 0.91% | 50 |
|
|
2019
Q2 | $2.51M | Buy |
181,503
+16,816
| +10% | +$232K | 0.72% | 54 |
|
|
2019
Q1 | $2.2M | Buy |
164,687
+116,274
| +240% | +$1.55M | 0.77% | 57 |
|
|
2018
Q4 | $596K | Buy |
48,413
+24,730
| +104% | +$304K | 0.27% | 65 |
|
|
2018
Q3 | $299K | Buy |
23,683
+117
| +0.5% | +$1.48K | 0.11% | 88 |
|
|
2018
Q2 | $305K | Buy |
+23,566
| New | +$305K | 0.12% | 85 |
|
|
2017
Q4 | – | Sell |
-23,448
| Closed | -$323K | – | 115 |
|
|
2017
Q3 | $323K | Buy |
23,448
+5,497
| +31% | +$75.7K | 0.12% | 107 |
|
|
2017
Q2 | $246K | Buy |
+17,951
| New | +$246K | 0.1% | 118 |
|
|
2017
Q1 | – | Sell |
-5,205
| Closed | -$69K | – | 262 |
|
|
2016
Q4 | $69K | Buy |
+5,205
| New | +$69K | 0.03% | 163 |
|