Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-44,783
| Closed | -$605K | – | 37 |
|
|
2020
Q1 | $605K | Sell |
44,783
-30,596
| -41% | -$413K | 0.58% | 27 |
|
|
2019
Q4 | $1.08M | Sell |
75,379
-21,665
| -22% | -$312K | 0.99% | 31 |
|
|
2019
Q3 | $1.39M | Buy |
97,044
+7,292
| +8% | +$104K | 1.33% | 25 |
|
|
2019
Q2 | $1.24M | Buy |
89,752
+20,783
| +30% | +$287K | 1.21% | 23 |
|
|
2019
Q1 | $921K | Buy |
68,969
+7,220
| +12% | +$96.4K | 0.95% | 26 |
|
|
2018
Q4 | $761K | Buy |
61,749
+10,189
| +20% | +$126K | 1.01% | 28 |
|
|
2018
Q3 | $654K | Buy |
+51,560
| New | +$654K | 0.78% | 31 |
|