RPCA
Running Point Capital Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,000
| Closed | -$227K | – | 186 |
|
|
2022
Q4 | $227K | Sell |
20,000
-6,000
| -23% | -$68.2K | 0.14% | 94 |
|
|
2022
Q3 | $276K | Sell |
26,000
-2,300
| -8% | -$24.4K | 0.18% | 68 |
|
|
2022
Q2 | $333K | Hold |
28,300
| – | – | 0.21% | 65 |
|
|
2022
Q1 | $372K | Buy |
+28,300
| New | +$372K | 0.22% | 56 |
|