OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,205
| Closed | -$44K | – | 908 |
|
|
2019
Q2 | $44K | Buy |
3,205
+1,872
| +140% | +$25.7K | ﹤0.01% | 592 |
|
|
2019
Q1 | $18K | Hold |
1,333
| – | – | ﹤0.01% | 760 |
|
|
2018
Q4 | $16K | Sell |
1,333
-4,057
| -75% | -$48.7K | ﹤0.01% | 751 |
|
|
2018
Q3 | $68K | Hold |
5,390
| – | – | 0.02% | 339 |
|
|
2018
Q2 | $70K | Hold |
5,390
| – | – | 0.01% | 413 |
|
|
2018
Q1 | $70K | Hold |
5,390
| – | – | 0.02% | 432 |
|
|
2017
Q4 | $74K | Buy |
5,390
+4,057
| +304% | +$55.7K | 0.01% | 408 |
|
|
2017
Q3 | $18K | Sell |
1,333
-4,057
| -75% | -$54.8K | 0.01% | 683 |
|
|
2017
Q2 | $74K | Buy |
+5,390
| New | +$74K | 0.02% | 379 |
|