Spire Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
120,298
+32,891
| +38% | +$359K | 0.05% | 315 |
|
|
2025
Q1 | $979K | Buy |
87,407
+40,883
| +88% | +$458K | 0.03% | 405 |
|
|
2024
Q4 | $525K | Buy |
46,524
+4,531
| +11% | +$51.1K | 0.02% | 539 |
|
|
2024
Q3 | $503K | Buy |
41,993
+238
| +0.6% | +$2.85K | 0.02% | 517 |
|
|
2024
Q2 | $479K | Buy |
41,755
+172
| +0.4% | +$1.97K | 0.02% | 496 |
|
|
2024
Q1 | $460K | Buy |
41,583
+94
| +0.2% | +$1.04K | 0.01% | 542 |
|
|
2023
Q4 | $446K | Sell |
41,489
-28,940
| -41% | -$311K | 0.01% | 539 |
|
|
2023
Q3 | $682K | Sell |
70,429
-5,766
| -8% | -$55.8K | 0.03% | 412 |
|
|
2023
Q2 | $833K | Sell |
76,195
-1,523
| -2% | -$16.6K | 0.03% | 382 |
|
|
2023
Q1 | $864K | Buy |
77,718
+16,789
| +28% | +$187K | 0.03% | 371 |
|
|
2022
Q4 | $693K | Buy |
60,929
+34,050
| +127% | +$387K | 0.04% | 293 |
|
|
2022
Q3 | $285K | Sell |
26,879
-29,368
| -52% | -$311K | 0.02% | 454 |
|
|
2022
Q2 | $661K | Sell |
56,247
-1,665
| -3% | -$19.6K | 0.03% | 409 |
|
|
2022
Q1 | $761K | Sell |
57,912
-7,581
| -12% | -$99.6K | 0.02% | 456 |
|
|
2021
Q4 | $1.02M | Sell |
65,493
-1,942
| -3% | -$30.3K | 0.02% | 459 |
|
|
2021
Q3 | $1.02M | Buy |
67,435
+4,000
| +6% | +$60.7K | 0.03% | 407 |
|
|
2021
Q2 | $996K | Buy |
63,435
+3,592
| +6% | +$56.4K | 0.03% | 426 |
|
|
2021
Q1 | $887K | Buy |
+59,843
| New | +$887K | 0.02% | 481 |
|