Journey Strategic Wealth’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 | $119K | Sell |
10,937
-2,089
| -16% | -$22.8K | ﹤0.01% | 647 |
|
|
2025
Q1 | $146K | Sell |
13,026
-11,797
| -48% | -$132K | 0.01% | 479 |
|
|
2024
Q4 | $280K | Buy |
+24,823
| New | +$280K | 0.01% | 352 |
|
|
2024
Q2 | – | Sell |
-12,096
| Closed | -$134K | – | 411 |
|
|
2024
Q1 | $134K | Sell |
12,096
-1,687
| -12% | -$18.7K | 0.01% | 303 |
|
|
2023
Q4 | $152K | Sell |
13,783
-60
| -0.4% | -$660 | 0.01% | 215 |
|
|
2023
Q3 | $134K | Buy |
+13,843
| New | +$134K | 0.01% | 185 |
|