Modern 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
2025 Q2	$1.37M	Sell	125,166 -7,000	-5%	-$76.4K	0.03%	315
2025 Q1	$1.48M	Sell	132,166 -8,368	-6%	-$93.7K	0.05%	248
2024 Q4	$1.59M	Buy	140,534 +124,158	+758%	+$1.4M	0.06%	206
2024 Q3	$196K	Hold	16,376	–	–	0.01%	417
2024 Q2	$188K	Buy	+16,376	New	+$188K	0.01%	384