LWL
Leo Wealth LLC’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 | $2.28M | Buy |
208,401
+51,696
| +33% | +$565K | 0.18% | 103 |
|
|
2025
Q1 | $1.76M | Sell |
156,705
-41,367
| -21% | -$463K | 0.25% | 76 |
|
|
2024
Q4 | $2.23M | Buy |
198,072
+4,042
| +2% | +$45.6K | 0.2% | 88 |
|
|
2024
Q3 | $2.32M | Buy |
194,030
+17,175
| +10% | +$206K | 0.21% | 80 |
|
|
2024
Q2 | $2.03M | Buy |
+176,855
| New | +$2.03M | 0.21% | 83 |
|