SWA
SFMG Wealth 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
Q2 | $142K | Hold |
13,049
| – | – | 0.01% | 263 |
|
|
2025
Q1 | $146K | Hold |
13,049
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $147K | Hold |
13,049
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $156K | Hold |
13,049
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $150K | Sell |
13,049
-391
| -3% | -$4.48K | 0.01% | 253 |
|
|
2024
Q1 | $149K | Buy |
13,440
+5
| +0% | +$55 | 0.01% | 262 |
|
|
2023
Q4 | $148K | Buy |
13,435
+4
| +0% | +$44 | 0.01% | 253 |
|
|
2023
Q3 | $130K | Buy |
+13,431
| New | +$130K | 0.01% | 232 |
|
|
2015
Q2 | – | Sell |
-10,640
| Closed | -$147K | – | 150 |
|
|
2015
Q1 | $147K | Buy |
+10,640
| New | +$147K | 0.01% | 171 |
|