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Spire Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Spire Wealth Management’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Buy
228,623
+59,897
+35% +$688K 0.08% 221
2026
Q1 		$1.89M Buy
168,726
+20,992
+14% +$244K 0.06% 269
2025
Q4 		$1.72M Buy
147,734
+9,491
+7% +$109K 0.06% 285
2025
Q3 		$1.57M Buy
138,243
+17,945
+15% +$197K 0.05% 287
2025
Q2 		$1.31M Buy
120,298
+32,891
+38% +$356K 0.05% 315
2025
Q1 		$979K Buy
87,407
+40,883
+88% +$466K 0.03% 405
2024
Q4 		$525K Buy
46,524
+4,531
+11% +$52.7K 0.02% 539
2024
Q3 		$503K Buy
41,993
+238
+0.6% +$2.77K 0.02% 517
2024
Q2 		$479K Buy
41,755
+172
+0.4% +$1.88K 0.02% 496
2024
Q1 		$460K Buy
41,583
+94
+0.2% +$1.03K 0.01% 542
2023
Q4 		$446K Sell
41,489
-28,940
-41% -$295K 0.01% 539
2023
Q3 		$682K Sell
70,429
-5,766
-8% -$60.5K 0.03% 412
2023
Q2 		$833K Sell
76,195
-1,523
-2% -$16.7K 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% +$371K 0.04% 293
2022
Q3 		$285K Sell
26,879
-29,368
-52% -$353K 0.02% 454
2022
Q2 		$661K Sell
56,247
-1,665
-3% -$20.3K 0.03% 409
2022
Q1 		$761K Sell
57,912
-7,581
-12% -$106K 0.02% 456
2021
Q4 		$1.02M Sell
65,493
-1,942
-3% -$29.6K 0.02% 459
2021
Q3 		$1.02M Buy
67,435
+4,000
+6% +$63.2K 0.03% 407
2021
Q2 		$996K Buy
63,435
+3,592
+6% +$54.6K 0.03% 426
2021
Q1 		$887K Buy
+59,843
New +$887K 0.02% 481

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DC
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PFS
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