Melone Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
345,091
+115,720
| +50% | +$1.25M | 1.91% | 20 |
|
|
2025
Q1 | $2.57M | Buy |
229,371
+11,873
| +5% | +$133K | 1.34% | 20 |
|
|
2024
Q4 | $2.45M | Buy |
217,498
+3,565
| +2% | +$40.2K | 1.27% | 20 |
|
|
2024
Q3 | $2.56M | Buy |
213,933
+5,583
| +3% | +$66.8K | 1.36% | 19 |
|
|
2024
Q2 | $2.39M | Buy |
208,350
+4,494
| +2% | +$51.5K | 1.41% | 20 |
|
|
2024
Q1 | $2.26M | Buy |
203,856
+1,546
| +0.8% | +$17.1K | 1.35% | 20 |
|
|
2023
Q4 | $2.23M | Buy |
202,310
+3,477
| +2% | +$38.2K | 1.42% | 20 |
|
|
2023
Q3 | $1.92M | Buy |
198,833
+1,910
| +1% | +$18.5K | 1.38% | 21 |
|
|
2023
Q2 | $2.15M | Buy |
196,923
+1,243
| +0.6% | +$13.6K | 1.52% | 20 |
|
|
2023
Q1 | $2.18M | Buy |
195,680
+3,608
| +2% | +$40.2K | 1.66% | 18 |
|
|
2022
Q4 | $2.18M | Buy |
192,072
+2,303
| +1% | +$26.2K | 1.85% | 18 |
|
|
2022
Q3 | $2.06M | Buy |
189,769
+3,862
| +2% | +$41.9K | 1.8% | 20 |
|
|
2022
Q2 | $2.29M | Buy |
185,907
+15,208
| +9% | +$187K | 1.94% | 19 |
|
|
2022
Q1 | $2.14M | Buy |
170,699
+71,810
| +73% | +$902K | 1.75% | 21 |
|
|
2021
Q4 | $1.54M | Buy |
+98,889
| New | +$1.54M | 1.16% | 25 |
|