Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
46,752
+12,973
| +38% | +$142K | 0.2% | 109 |
|
|
2025
Q1 | $378K | Hold |
33,779
| – | – | 0.17% | 121 |
|
|
2024
Q4 | $387K | Hold |
33,779
| – | – | 0.16% | 123 |
|
|
2024
Q3 | $401K | Sell |
33,779
-26,322
| -44% | -$312K | 0.18% | 121 |
|
|
2024
Q2 | $689K | Buy |
60,101
+184
| +0.3% | +$2.11K | 0.13% | 170 |
|
|
2024
Q1 | $663K | Sell |
59,917
-1,704
| -3% | -$18.9K | 0.14% | 178 |
|
|
2023
Q4 | $678K | Buy |
61,621
+5,399
| +10% | +$59.4K | 0.15% | 165 |
|
|
2023
Q3 | $615K | Hold |
56,222
| – | – | 0.14% | 166 |
|
|
2023
Q2 | $615K | Buy |
56,222
+584
| +1% | +$6.38K | 0.13% | 175 |
|
|
2023
Q1 | $619K | Buy |
55,638
+1,049
| +2% | +$11.7K | 0.15% | 166 |
|
|
2022
Q4 | $621K | Sell |
54,589
-1,663
| -3% | -$18.9K | 0.15% | 159 |
|
|
2022
Q3 | $596K | Buy |
56,252
+450
| +0.8% | +$4.77K | 0.16% | 163 |
|
|
2022
Q2 | $663K | Buy |
55,802
+2,417
| +5% | +$28.7K | 0.16% | 147 |
|
|
2022
Q1 | $701K | Sell |
53,385
-5
| -0% | -$66 | 0.14% | 160 |
|
|
2021
Q4 | $833K | Buy |
53,390
+1,569
| +3% | +$24.5K | 0.18% | 136 |
|
|
2021
Q3 | $787K | Buy |
51,821
+127
| +0.2% | +$1.93K | 0.19% | 137 |
|
|
2021
Q2 | $812K | Buy |
51,694
+51
| +0.1% | +$801 | 0.19% | 136 |
|
|
2021
Q1 | $765K | Buy |
+51,643
| New | +$765K | 0.2% | 134 |
|
|
2019
Q2 | – | Sell |
-102
| Closed | -$1K | – | 1779 |
|
|
2019
Q1 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 1296 |
|