Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Buy |
18,581
+347
| +2% | +$4.04K | 0.01% | 1224 |
|
|
2025
Q4 | $212K | Sell |
18,234
-713
| -4% | -$8.21K | 0.01% | 1197 |
|
|
2025
Q3 | $216K | Buy |
18,947
+153
| +0.8% | +$1.68K | 0.01% | 1186 |
|
|
2025
Q2 | $205K | Buy |
18,794
+149
| +0.8% | +$1.61K | 0.01% | 1167 |
|
|
2025
Q1 | $209K | Sell |
18,645
-2,796
| -13% | -$31.8K | 0.01% | 1112 |
|
|
2024
Q4 | $242K | Buy |
21,441
+120
| +0.6% | +$1.4K | 0.01% | 1006 |
|
|
2024
Q3 | $255K | Sell |
21,321
-775
| -4% | -$9.01K | 0.01% | 1022 |
|
|
2024
Q2 | $253K | Buy |
22,096
+123
| +0.6% | +$1.35K | 0.01% | 988 |
|
|
2024
Q1 | $243K | Buy |
21,973
+10,921
| +99% | +$120K | 0.01% | 1049 |
|
|
2023
Q4 | $122K | Sell |
11,052
-13,227
| -54% | -$135K | 0.01% | 804 |
|
|
2023
Q3 | $235K | Sell |
24,279
-5,352
| -18% | -$56.2K | 0.01% | 1023 |
|
|
2023
Q2 | $324K | Sell |
29,631
-4,702
| -14% | -$51.4K | 0.01% | 906 |
|
|
2023
Q1 | $382K | Sell |
34,333
-3,155
| -8% | -$35.2K | 0.01% | 919 |
|
|
2022
Q4 | $426K | Buy |
37,488
+3,686
| +11% | +$40.2K | 0.02% | 832 |
|
|
2022
Q3 | $358K | Sell |
33,802
-674
| -2% | -$8.1K | 0.01% | 878 |
|
|
2022
Q2 | $405K | Sell |
34,476
-1,363
| -4% | -$16.6K | 0.01% | 848 |
|
|
2022
Q1 | $471K | Sell |
35,839
-2,981
| -8% | -$41.5K | 0.01% | 866 |
|
|
2021
Q4 | $606K | Buy |
38,820
+2,475
| +7% | +$37.7K | 0.02% | 766 |
|
|
2021
Q3 | $552K | Buy |
36,345
+494
| +1% | +$7.81K | 0.02% | 773 |
|
|
2021
Q2 | $563K | Buy |
35,851
+874
| +2% | +$13.3K | 0.02% | 781 |
|
|
2021
Q1 | $518K | Buy |
+34,977
| New | +$518K | 0.02% | 755 |
|
|
2019
Q1 | – | Sell |
-20,598
| Closed | -$254K | – | 978 |
|
|
2018
Q4 | $254K | Sell |
20,598
-464
| -2% | -$5.69K | 0.02% | 668 |
|
|
2018
Q3 | $267K | Buy |
21,062
+1,513
| +8% | +$19.6K | 0.02% | 750 |
|
|
2018
Q2 | $254K | Sell |
19,549
-260
| -1% | -$3.36K | 0.02% | 722 |
|
|
2018
Q1 | $258K | Buy |
19,809
+44
| +0.2% | +$580 | 0.02% | 665 |
|
|
2017
Q4 | $272K | Sell |
19,765
-1,191
| -6% | -$16.3K | 0.02% | 652 |
|
|
2017
Q3 | $290K | Sell |
20,956
-7,897
| -27% | -$110K | 0.02% | 625 |
|
|
2017
Q2 | $395K | Buy |
28,853
+6,883
| +31% | +$93.7K | 0.04% | 477 |
|
|
2017
Q1 | $294K | Buy |
21,970
+6,070
| +38% | +$80.6K | 0.03% | 586 |
|
|
2016
Q4 | $212K | Sell |
15,900
-13,692
| -46% | -$185K | 0.02% | 622 |
|
|
2016
Q3 | $432K | Buy |
29,592
+12,391
| +72% | +$184K | 0.05% | 384 |
|
|
2016
Q2 | $258K | Sell |
17,201
-11,552
| -40% | -$170K | 0.03% | 530 |
|
|
2016
Q1 | $409K | Sell |
28,753
-436
| -1% | -$6.08K | 0.06% | 360 |
|
|
2015
Q4 | $404K | Buy |
29,189
+115
| +0.4% | +$1.52K | 0.06% | 380 |
|
|
2015
Q3 | $379K | Buy |
29,074
+3,145
| +12% | +$40.6K | 0.06% | 374 |
|
|
2015
Q2 | $330K | Sell |
25,929
-1,011
| -4% | -$13.6K | 0.05% | 458 |
|
|
2015
Q1 | $373K | Buy |
26,940
+4,359
| +19% | +$60.7K | 0.05% | 456 |
|
|
2014
Q4 | $312K | Buy |
+22,581
| New | +$309K | 0.04% | 489 |
|
Other funds holding NEA
GC
HWAM
MGAM
