Lauterbach Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,237
| Closed | -$135K | – | 68 |
|
|
2023
Q4 | $135K | Hold |
12,237
| – | – | 0.09% | 66 |
|
|
2023
Q3 | $118K | Hold |
12,237
| – | – | 0.09% | 58 |
|
|
2023
Q2 | $134K | Hold |
12,237
| – | – | 0.1% | 60 |
|
|
2023
Q1 | $136K | Hold |
12,237
| – | – | 0.11% | 59 |
|
|
2022
Q4 | $139K | Hold |
12,237
| – | – | 0.12% | 52 |
|
|
2022
Q3 | $130K | Hold |
12,237
| – | – | 0.13% | 49 |
|
|
2022
Q2 | $144K | Buy |
+12,237
| New | +$144K | 0.14% | 46 |
|