Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,350
| Closed | -$28K | – | 1385 |
|
|
2022
Q2 | $28K | Hold |
2,350
| – | – | 0.01% | 913 |
|
|
2022
Q1 | $31K | Hold |
2,350
| – | – | 0.01% | 933 |
|
|
2021
Q4 | $37K | Hold |
2,350
| – | – | 0.01% | 987 |
|
|
2021
Q3 | $36K | Hold |
2,350
| – | – | 0.01% | 994 |
|
|
2021
Q2 | $37K | Hold |
2,350
| – | – | 0.01% | 947 |
|
|
2021
Q1 | $35K | Hold |
2,350
| – | – | 0.01% | 895 |
|
|
2020
Q4 | $35K | Hold |
2,350
| – | – | 0.01% | 797 |
|
|
2020
Q3 | $34K | Hold |
2,350
| – | – | 0.01% | 635 |
|
|
2020
Q2 | $33K | Hold |
2,350
| – | – | 0.01% | 605 |
|
|
2020
Q1 | $32K | Hold |
2,350
| – | – | 0.01% | 547 |
|
|
2019
Q4 | $34K | Hold |
2,350
| – | – | 0.01% | 565 |
|
|
2019
Q3 | $34K | Hold |
2,350
| – | – | 0.02% | 515 |
|
|
2019
Q2 | $33K | Hold |
2,350
| – | – | 0.01% | 522 |
|
|
2019
Q1 | $31K | Hold |
2,350
| – | – | 0.02% | 465 |
|
|
2018
Q4 | $29K | Sell |
2,350
-1,633
| -41% | -$20.2K | 0.02% | 414 |
|
|
2018
Q3 | $50K | Hold |
3,983
| – | – | 0.03% | 303 |
|
|
2018
Q2 | $52K | Buy |
3,983
+1,633
| +69% | +$21.3K | 0.06% | 182 |
|
|
2018
Q1 | $30K | Sell |
2,350
-484
| -17% | -$6.18K | 0.02% | 394 |
|
|
2017
Q4 | $40K | Hold |
2,834
| – | – | 0.03% | 330 |
|
|
2017
Q3 | $39K | Hold |
2,834
| – | – | 0.03% | 292 |
|
|
2017
Q2 | $39K | Buy |
2,834
+200
| +8% | +$2.75K | 0.04% | 283 |
|
|
2017
Q1 | $35K | Buy |
2,634
+2,150
| +444% | +$28.6K | 0.04% | 277 |
|
|
2016
Q4 | $6K | Buy |
+484
| New | +$6K | 0.01% | 546 |
|