Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,500
| Closed | -$41K | – | 1011 |
|
|
2022
Q2 | $41K | Buy |
+3,500
| New | +$41K | 0.01% | 339 |
|
|
2021
Q4 | – | Sell |
-758
| Closed | -$12K | – | 1071 |
|
|
2021
Q3 | $12K | Buy |
+758
| New | +$12K | ﹤0.01% | 664 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1048 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1094 |
|
|
2019
Q4 | – | Sell |
-2,056
| Closed | -$29K | – | 842 |
|
|
2019
Q3 | $29K | Buy |
+2,056
| New | +$29K | 0.01% | 425 |
|
|
2018
Q4 | – | Sell |
-706
| Closed | -$9K | – | 938 |
|
|
2018
Q3 | $9K | Buy |
+706
| New | +$9K | ﹤0.01% | 508 |
|