LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $591K | Buy |
53,114
+5,000
| +10% | +$55.6K | 0.21% | 111 |
|
|
2022
Q4 | $547K | Sell |
48,114
-10,912
| -18% | -$124K | 0.2% | 110 |
|
|
2022
Q3 | $626K | Hold |
59,026
| – | – | 0.26% | 94 |
|
|
2022
Q2 | $693K | Buy |
59,026
+5,054
| +9% | +$59.3K | 0.27% | 94 |
|
|
2022
Q1 | $709K | Hold |
53,972
| – | – | 0.25% | 98 |
|
|
2021
Q4 | $842K | Hold |
53,972
| – | – | 0.28% | 92 |
|
|
2021
Q3 | $820K | Hold |
53,972
| – | – | 0.3% | 90 |
|
|
2021
Q2 | $847K | Hold |
53,972
| – | – | 0.31% | 89 |
|
|
2021
Q1 | $800K | Buy |
+53,972
| New | +$800K | 0.31% | 88 |
|