Successful Portfolios’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 | $317K | Hold |
29,059
| – | – | 0.2% | 105 |
|
|
2025
Q1 | $325K | Hold |
29,059
| – | – | 0.22% | 96 |
|
|
2024
Q4 | $328K | Hold |
29,059
| – | – | 0.22% | 95 |
|
|
2024
Q3 | $348K | Hold |
29,059
| – | – | 0.24% | 91 |
|
|
2024
Q2 | $333K | Sell |
29,059
-1,000
| -3% | -$11.5K | 0.23% | 91 |
|
|
2024
Q1 | $333K | Buy |
30,059
+2,000
| +7% | +$22.1K | 0.23% | 101 |
|
|
2023
Q4 | $309K | Sell |
28,059
-5,000
| -15% | -$55K | 0.23% | 105 |
|
|
2023
Q3 | $320K | Buy |
33,059
+1,900
| +6% | +$18.4K | 0.28% | 84 |
|
|
2023
Q2 | $341K | Sell |
31,159
-1,321
| -4% | -$14.4K | 0.29% | 77 |
|
|
2023
Q1 | $361K | Sell |
32,480
-3,541
| -10% | -$39.4K | 0.23% | 113 |
|
|
2022
Q4 | $410K | Buy |
36,021
+5,000
| +16% | +$56.9K | 0.27% | 103 |
|
|
2022
Q3 | $329K | Sell |
31,021
-300
| -1% | -$3.18K | 0.24% | 110 |
|
|
2022
Q2 | $368K | Sell |
31,321
-1,600
| -5% | -$18.8K | 0.25% | 105 |
|
|
2022
Q1 | $433K | Sell |
32,921
-3,060
| -9% | -$40.2K | 0.25% | 108 |
|
|
2021
Q4 | $561K | Buy |
35,981
+600
| +2% | +$9.36K | 0.3% | 84 |
|
|
2021
Q3 | $537K | Buy |
35,381
+3,702
| +12% | +$56.2K | 0.32% | 79 |
|
|
2021
Q2 | $497K | Hold |
31,679
| – | – | 0.3% | 89 |
|
|
2021
Q1 | $469K | Hold |
31,679
| – | – | 0.31% | 90 |
|
|
2020
Q4 | $478K | Hold |
31,679
| – | – | 0.34% | 79 |
|
|
2020
Q3 | $454K | Hold |
31,679
| – | – | 0.36% | 77 |
|
|
2020
Q2 | $440K | Sell |
31,679
-4,900
| -13% | -$68.1K | 0.39% | 77 |
|
|
2020
Q1 | $495K | Buy |
36,579
+350
| +1% | +$4.74K | 0.5% | 59 |
|
|
2019
Q4 | $521K | Sell |
36,229
-350
| -1% | -$5.03K | 0.46% | 60 |
|
|
2019
Q3 | $523K | Buy |
36,579
+600
| +2% | +$8.58K | 0.49% | 56 |
|
|
2019
Q2 | $497K | Sell |
35,979
-400
| -1% | -$5.53K | 0.53% | 54 |
|
|
2019
Q1 | $486K | Hold |
36,379
| – | – | 0.53% | 57 |
|
|
2018
Q4 | $448K | Buy |
36,379
+2,400
| +7% | +$29.6K | 0.57% | 54 |
|
|
2018
Q3 | $430K | Buy |
33,979
+4,250
| +14% | +$53.8K | 0.47% | 65 |
|
|
2018
Q2 | $387K | Hold |
29,729
| – | – | 0.45% | 69 |
|
|
2018
Q1 | $386K | Sell |
29,729
-700
| -2% | -$9.09K | 0.47% | 65 |
|
|
2017
Q4 | $418K | Buy |
+30,429
| New | +$418K | 0.52% | 63 |
|