SWM
Seed Wealth Management’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
Q2 | – | Sell |
-14,500
| Closed | -$162K | – | 158 |
|
|
2025
Q1 | $162K | Hold |
14,500
| – | – | 0.13% | 146 |
|
|
2024
Q4 | $164K | Hold |
14,500
| – | – | 0.13% | 145 |
|
|
2024
Q3 | $174K | Hold |
14,500
| – | – | 0.14% | 153 |
|
|
2024
Q2 | $166K | Hold |
14,500
| – | – | 0.14% | 146 |
|
|
2024
Q1 | $159K | Hold |
14,500
| – | – | 0.15% | 146 |
|
|
2023
Q4 | $160K | Hold |
14,500
| – | – | 0.16% | 144 |
|
|
2023
Q3 | $140K | Buy |
+14,500
| New | +$140K | 0.16% | 134 |
|