Steward Partners Investment Advisory’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 | $1.35M | Buy |
123,554
+19,336
| +19% | +$211K | 0.01% | 863 |
|
2025
Q1 | $1.17M | Sell |
104,218
-57,359
| -35% | -$642K | 0.01% | 860 |
|
2024
Q4 | $1.82M | Buy |
161,577
+30,563
| +23% | +$345K | 0.02% | 672 |
|
2024
Q3 | $1.57M | Buy |
131,014
+63,497
| +94% | +$760K | 0.01% | 710 |
|
2024
Q2 | $774K | Buy |
67,517
+5,893
| +10% | +$67.5K | 0.01% | 904 |
|
2024
Q1 | $682K | Sell |
61,624
-112
| -0.2% | -$1.24K | 0.01% | 930 |
|
2023
Q4 | $679K | Sell |
61,736
-39,928
| -39% | -$439K | 0.01% | 864 |
|
2023
Q3 | $984K | Sell |
101,664
-66,772
| -40% | -$646K | 0.02% | 678 |
|
2023
Q2 | $1.84M | Sell |
168,436
-71,834
| -30% | -$785K | 0.03% | 503 |
|
2023
Q1 | $2.67M | Sell |
240,270
-22,622
| -9% | -$252K | 0.04% | 390 |
|
2022
Q4 | $2.99M | Buy |
262,892
+75,391
| +40% | +$857K | 0.05% | 354 |
|
2022
Q3 | $1.99M | Sell |
187,501
-74,181
| -28% | -$787K | 0.04% | 429 |
|
2022
Q2 | $3.08M | Buy |
261,682
+4,375
| +2% | +$51.4K | 0.06% | 331 |
|
2022
Q1 | $3.38M | Buy |
257,307
+52,182
| +25% | +$686K | 0.05% | 346 |
|
2021
Q4 | $3.2M | Buy |
205,125
+93,143
| +83% | +$1.45M | 0.05% | 361 |
|
2021
Q3 | $1.7M | Buy |
111,982
+15,452
| +16% | +$235K | 0.03% | 499 |
|
2021
Q2 | $1.52M | Sell |
96,530
-15,704
| -14% | -$247K | 0.03% | 529 |
|
2021
Q1 | $1.66M | Buy |
112,234
+29,798
| +36% | +$442K | 0.03% | 486 |
|
2020
Q4 | $1.25M | Buy |
82,436
+38,349
| +87% | +$579K | 0.03% | 494 |
|
2020
Q3 | $632K | Buy |
44,087
+4,661
| +12% | +$66.8K | 0.02% | 599 |
|
2020
Q2 | $548K | Buy |
39,426
+5,821
| +17% | +$80.9K | 0.02% | 600 |
|
2020
Q1 | $455K | Sell |
33,605
-5,794
| -15% | -$78.4K | 0.02% | 575 |
|
2019
Q4 | $566K | Buy |
39,399
+9,660
| +32% | +$139K | 0.02% | 598 |
|
2019
Q3 | $425K | Buy |
29,739
+14,573
| +96% | +$208K | 0.01% | 627 |
|
2019
Q2 | $209K | Buy |
15,166
+2,000
| +15% | +$27.6K | 0.01% | 803 |
|
2019
Q1 | $175K | Buy |
+13,166
| New | +$175K | 0.01% | 753 |
|
2018
Q4 | – | Sell |
-1,258
| Closed | -$16K | – | 1646 |
|
2018
Q3 | $16K | Sell |
1,258
-438
| -26% | -$5.57K | ﹤0.01% | 1658 |
|
2018
Q2 | $22K | Hold |
1,696
| – | – | ﹤0.01% | 1432 |
|
2018
Q1 | $22K | Hold |
1,696
| – | – | ﹤0.01% | 1296 |
|
2017
Q4 | $23K | Buy |
1,696
+234
| +16% | +$3.17K | ﹤0.01% | 1068 |
|
2017
Q3 | $20K | Buy |
1,462
+438
| +43% | +$5.99K | ﹤0.01% | 938 |
|
2017
Q2 | $14K | Buy |
1,024
+650
| +174% | +$8.89K | ﹤0.01% | 969 |
|
2017
Q1 | $4K | Buy |
+374
| New | +$4K | ﹤0.01% | 1182 |
|