Merriman 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
Q1 | – | Sell |
-16,000
| Closed | -$230K | – | 190 |
|
|
2019
Q4 | $230K | Hold |
16,000
| – | – | 0.04% | 164 |
|
|
2019
Q3 | $229K | Sell |
16,000
-11,000
| -41% | -$157K | 0.05% | 157 |
|
|
2019
Q2 | $3.73K | Buy |
27,000
+8,000
| +42% | +$1.11K | 0.07% | 138 |
|
|
2019
Q1 | $254K | Hold |
19,000
| – | – | 0.05% | 177 |
|
|
2018
Q4 | $239K | Buy |
+19,000
| New | +$239K | 0.05% | 141 |
|
|
2014
Q1 | – | Sell |
-16,000
| Closed | -$193K | – | 76 |
|
|
2013
Q4 | $193K | Buy |
+16,000
| New | +$193K | 0.08% | 79 |
|