McGlone Suttner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,155
| Closed | -$167K | – | 180 |
|
|
2024
Q2 | $167K | Buy |
+15,155
| New | +$167K | 0.03% | 158 |
|
|
2024
Q1 | – | Sell |
-15,155
| Closed | -$167K | – | 577 |
|
|
2023
Q4 | $167K | Buy |
15,155
+1,682
| +12% | +$18.5K | 0.03% | 173 |
|
|
2023
Q3 | $130K | Buy |
13,473
+115
| +0.9% | +$1.11K | 0.03% | 137 |
|
|
2023
Q2 | $146K | Sell |
13,358
-30,955
| -70% | -$338K | 0.03% | 149 |
|
|
2023
Q1 | $493K | Sell |
44,313
-17,858
| -29% | -$199K | 0.13% | 75 |
|
|
2022
Q4 | $707K | Buy |
+62,171
| New | +$707K | 0.22% | 54 |
|