Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,250
| Closed | -$142K | – | 713 |
|
|
2019
Q2 | $142K | Hold |
10,250
| – | – | 0.02% | 663 |
|
|
2019
Q1 | $137K | Sell |
10,250
-6,838
| -40% | -$91.4K | 0.02% | 640 |
|
|
2018
Q4 | $210K | Buy |
17,088
+532
| +3% | +$6.54K | 0.03% | 573 |
|
|
2018
Q3 | $210K | Hold |
16,556
| – | – | 0.03% | 616 |
|
|
2018
Q2 | $215K | Buy |
16,556
+667
| +4% | +$8.66K | 0.03% | 582 |
|
|
2018
Q1 | $207K | Buy |
15,889
+3,173
| +25% | +$41.3K | 0.03% | 600 |
|
|
2017
Q4 | $175K | Buy |
12,716
+967
| +8% | +$13.3K | 0.02% | 609 |
|
|
2017
Q3 | $163K | Hold |
11,749
| – | – | 0.02% | 586 |
|
|
2017
Q2 | $161K | Sell |
11,749
-3,787
| -24% | -$51.9K | 0.03% | 544 |
|
|
2017
Q1 | $208K | Buy |
+15,536
| New | +$208K | 0.04% | 521 |
|
|
2016
Q4 | – | Sell |
-14,149
| Closed | -$207K | – | 538 |
|
|
2016
Q3 | $207K | Buy |
14,149
+3,419
| +32% | +$50K | 0.04% | 486 |
|
|
2016
Q2 | $161K | Buy |
+10,730
| New | +$161K | 0.04% | 480 |
|