Sheets Smith Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $122K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | $179K | Buy |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $180K | Buy |
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|
2021
Q1 | $169K | Buy |
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|
2020
Q4 | $172K | Sell |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $170K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $140K | Hold |
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|
2017
Q3 | $141K | Hold |
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|
2017
Q2 | $139K | Sell |
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|
2017
Q1 | $142K | Hold |
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|
2016
Q4 | $142K | Hold |
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|
2016
Q3 | $156K | Buy |
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