RWA Wealth Partners’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 | – | Sell |
-11,974
| Closed | -$134K | – | 601 |
|
2025
Q1 | $134K | Sell |
11,974
-6,720
| -36% | -$75.3K | ﹤0.01% | 538 |
|
2024
Q4 | $211K | Hold |
18,694
| – | – | ﹤0.01% | 539 |
|
2024
Q3 | $224K | Sell |
18,694
-2,205
| -11% | -$26.4K | ﹤0.01% | 528 |
|
2024
Q2 | $239K | Sell |
20,899
-202
| -1% | -$2.32K | ﹤0.01% | 494 |
|
2024
Q1 | $234K | Sell |
21,101
-19,568
| -48% | -$217K | ﹤0.01% | 501 |
|
2023
Q4 | $447K | Sell |
40,669
-4,267
| -9% | -$46.9K | 0.01% | 389 |
|
2023
Q3 | $435K | Buy |
44,936
+1,876
| +4% | +$18.2K | 0.01% | 283 |
|
2023
Q2 | $471K | Buy |
+43,060
| New | +$471K | 0.01% | 235 |
|
2018
Q3 | – | Sell |
-1,876
| Closed | -$24K | – | 541 |
|
2018
Q2 | $24K | Buy |
+1,876
| New | +$24K | ﹤0.01% | 517 |
|