SWA
Strategies Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,663
| Closed | -$140K | – | 130 |
|
|
2024
Q3 | $140K | Hold |
11,663
| – | – | 0.02% | 95 |
|
|
2024
Q2 | $134K | Hold |
11,663
| – | – | 0.02% | 92 |
|
|
2024
Q1 | $129K | Hold |
11,663
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $128K | Buy |
+11,663
| New | +$128K | 0.02% | 88 |
|