Sound View Wealth Advisors Group’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
2024 Q1	–	Sell	-11,734	Closed	-$129K	–	389
2023 Q4	$129K	Buy	11,734 +35	+0.3%	+$357	0.01%	378
2023 Q3	$113K	Sell	11,699 -1,410	-11%	-$14.8K	0.01%	358
2023 Q2	$143K	Buy	13,109 +30	+0.2%	+$328	0.02%	356
2023 Q1	$145K	Buy	13,079 +1,345	+11%	+$15K	0.02%	358
2022 Q4	$129K	Sell	11,734 -940	-7%	-$10.3K	0.01%	378
2022 Q3	$134K	Buy	12,674 +38	+0.3%	+$457	0.03%	262
2022 Q2	$148K	Buy	12,636 +38	+0.3%	+$463	0.03%	277
2022 Q1	$166K	Buy	12,598 +35	+0.3%	+$488	0.03%	283
2021 Q4	$196K	Buy	+12,563	New	+$191K	0.04%	286
2021 Q3	–	Sell	-12,498	Closed	-$196K	–	294
2021 Q2	$196K	Buy	12,498 +32	+0.3%	+$487	0.04%	280
2021 Q1	$185K	Buy	12,466 +33	+0.3%	+$489	0.04%	263
2020 Q4	$188K	Buy	12,433 +33	+0.3%	+$481	0.05%	249
2020 Q3	$178K	Buy	12,400 +32	+0.3%	+$459	0.05%	240
2020 Q2	$172K	Buy	12,368 +33	+0.3%	+$446	0.05%	237
2020 Q1	$167K	Buy	12,335 +30	+0.2%	+$427	0.06%	208
2019 Q4	$177K	Buy	12,305 +29	+0.2%	+$412	0.05%	237
2019 Q3	$176K	Buy	12,276 +30	+0.2%	+$425	0.05%	237
2019 Q2	$169K	Buy	+12,246	New	+$165K	0.05%	244