SWA
Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
462,544
-31,465
| -6% | -$344K | 0.27% | 96 |
|
|
2025
Q1 | $5.53M | Sell |
494,009
-13,879
| -3% | -$155K | 0.3% | 80 |
|
|
2024
Q4 | $5.73M | Buy |
507,888
+10,880
| +2% | +$123K | 0.27% | 89 |
|
|
2024
Q3 | $5.95M | Buy |
497,008
+326,960
| +192% | +$3.91M | 0.27% | 86 |
|
|
2024
Q2 | $1.95M | Buy |
+170,048
| New | +$1.95M | 0.1% | 210 |
|