IHT Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

IHT Wealth Management’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,626	Closed	-$221K	–	1126
2024 Q4	$221K	Sell	19,626 -1,644	-8%	-$18.5K	0.01%	981
2024 Q3	$255K	Buy	21,270 +2,360	+12%	+$28.3K	0.01%	978
2024 Q2	$217K	Buy	18,910 +221	+1%	+$2.53K	0.01%	929
2024 Q1	$207K	Sell	18,689 -5,101	-21%	-$56.5K	0.01%	933
2023 Q4	$262K	Sell	23,790 -3,892	-14%	-$42.8K	0.01%	818
2023 Q3	$268K	Sell	27,682 -8,311	-23%	-$80.5K	0.01%	777
2023 Q2	$393K	Buy	35,993 +8,396	+30%	+$91.8K	0.02%	624
2023 Q1	$307K	Sell	27,597 -343	-1%	-$3.81K	0.02%	693
2022 Q4	$318K	Hold	27,940	–	–	0.02%	637
2022 Q3	$296K	Buy	27,940 +2,056	+8%	+$21.8K	0.02%	627
2022 Q2	$304K	Hold	25,884	–	–	0.03%	526
2022 Q1	$340K	Sell	25,884 -2,690	-9%	-$35.3K	0.03%	529
2021 Q4	$446K	Hold	28,574	–	–	0.03%	473
2021 Q3	$434K	Sell	28,574 -72,850	-72%	-$1.11M	0.04%	473
2021 Q2	$1.59M	Sell	101,424 -15,550	-13%	-$244K	0.1%	207
2021 Q1	$1.73M	Hold	116,974	–	–	0.12%	172
2020 Q4	$1.77M	Buy	116,974 +863	+0.7%	+$13K	0.15%	151
2020 Q3	$1.67M	Buy	116,111 +87,249	+302%	+$1.25M	0.17%	132
2020 Q2	$401K	Sell	28,862 -90,048	-76%	-$1.25M	0.05%	334
2020 Q1	$1.61M	Buy	118,910 +10,011	+9%	+$136K	0.23%	105
2019 Q4	$1.57M	Buy	108,899 +22	+0%	+$316	0.19%	133
2019 Q3	$1.56M	Buy	108,877 +2,706	+3%	+$38.7K	0.21%	114
2019 Q2	$1.47M	Buy	106,171 +2,750	+3%	+$38K	0.21%	114
2019 Q1	$1.38M	Hold	103,421	–	–	0.23%	106
2018 Q4	$1.27M	Buy	103,421 +78,743	+319%	+$969K	0.25%	103
2018 Q3	$312K	Hold	24,678	–	–	0.07%	311
2018 Q2	$321K	Sell	24,678 -61	-0.2%	-$793	0.08%	287
2018 Q1	$321K	Hold	24,739	–	–	0.09%	259
2017 Q4	$342K	Hold	24,739	–	–	0.09%	262
2017 Q3	$341K	Hold	24,739	–	–	0.15%	166
2017 Q2	$1	Buy	24,739 +4,205	+20%	–	﹤0.01%	1333
2017 Q1	$274K	Hold	20,534	–	–	0.18%	137
2016 Q4	$272K	Buy	+20,534	New	+$272K	0.21%	120