SIA
Schechter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,236
| Closed | -$262K | – | 671 |
|
|
2024
Q4 | $262K | Sell |
23,236
-148
| -0.6% | -$1.67K | 0.02% | 517 |
|
|
2024
Q3 | $280K | Hold |
23,384
| – | – | 0.02% | 510 |
|
|
2024
Q2 | $268K | Sell |
23,384
-280
| -1% | -$3.21K | 0.02% | 495 |
|
|
2024
Q1 | $262K | Buy |
23,664
+1,580
| +7% | +$17.5K | 0.02% | 521 |
|
|
2023
Q4 | $243K | Hold |
22,084
| – | – | 0.02% | 509 |
|
|
2023
Q3 | $214K | Hold |
22,084
| – | – | 0.02% | 530 |
|
|
2023
Q2 | $241K | Hold |
22,084
| – | – | 0.02% | 541 |
|
|
2023
Q1 | $246K | Buy |
+22,084
| New | +$246K | 0.02% | 566 |
|