Kovitz Investment Group Partners’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 | $150K | Sell |
13,753
-187,735
| -93% | -$2.05M | ﹤0.01% | 1300 |
|
|
2025
Q1 | $2.26M | Sell |
201,488
-2,919
| -1% | -$32.7K | 0.01% | 557 |
|
|
2024
Q4 | $2.31M | Sell |
204,407
-102,813
| -33% | -$1.16M | 0.01% | 547 |
|
|
2024
Q3 | $3.68M | Buy |
+307,220
| New | +$3.68M | 0.03% | 390 |
|
|
2020
Q2 | – | Sell |
-140,647
| Closed | -$1.9M | – | 381 |
|
|
2020
Q1 | $1.9M | Sell |
140,647
-1,282
| -0.9% | -$17.4K | 0.07% | 177 |
|
|
2019
Q4 | $2.04M | Hold |
141,929
| – | – | 0.06% | 195 |
|
|
2019
Q3 | $2.03M | Buy |
+141,929
| New | +$2.03M | 0.06% | 194 |
|
|
2019
Q2 | – | Sell |
-138,855
| Closed | -$1.86M | – | 360 |
|
|
2019
Q1 | $1.86M | Buy |
+138,855
| New | +$1.86M | 0.06% | 202 |
|