Total Clarity Wealth Management’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 | $124K | Hold |
11,318
| – | – | 0.04% | 284 |
|
|
2025
Q1 | $128K | Hold |
11,318
| – | – | 0.04% | 260 |
|
|
2024
Q4 | $128K | Sell |
11,318
-903
| -7% | -$10.2K | 0.04% | 261 |
|
|
2024
Q3 | $146K | Hold |
12,221
| – | – | 0.05% | 251 |
|
|
2024
Q2 | $140K | Sell |
12,221
-903
| -7% | -$10.3K | 0.05% | 239 |
|
|
2024
Q1 | $145K | Buy |
+13,124
| New | +$145K | 0.05% | 259 |
|
|
2022
Q3 | – | Sell |
-1,806
| Closed | -$21K | – | 709 |
|
|
2022
Q2 | $21K | Buy |
+1,806
| New | +$21K | 0.01% | 544 |
|
|
2022
Q1 | – | Sell |
-1,806
| Closed | -$28K | – | 655 |
|
|
2021
Q4 | $28K | Hold |
1,806
| – | – | 0.01% | 502 |
|
|
2021
Q3 | $27K | Buy |
+1,806
| New | +$27K | 0.01% | 501 |
|
|
2021
Q2 | – | Sell |
-1,806
| Closed | -$27K | – | 542 |
|
|
2021
Q1 | $27K | Buy |
+1,806
| New | +$27K | 0.02% | 419 |
|
|
2020
Q1 | – | Sell |
-1,806
| Closed | -$26K | – | 434 |
|
|
2019
Q4 | $26K | Buy |
+1,806
| New | +$26K | 0.02% | 356 |
|