Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.4K | Sell |
8,194
-319
| -4% | -$3.48K | ﹤0.01% | 1980 |
|
|
2025
Q1 | $95.3K | Buy |
8,513
+1,081
| +15% | +$12.1K | ﹤0.01% | 1792 |
|
|
2024
Q4 | $83.8K | Hold |
7,432
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q3 | $89K | Hold |
7,432
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q2 | $85.2K | Sell |
7,432
-951
| -11% | -$10.9K | ﹤0.01% | 1098 |
|
|
2024
Q1 | $92.8K | Buy |
+8,383
| New | +$92.8K | ﹤0.01% | 609 |
|
|
2021
Q4 | – | Sell |
-2,508
| Closed | -$38K | – | 768 |
|
|
2021
Q3 | $38K | Buy |
+2,508
| New | +$38K | ﹤0.01% | 354 |
|