Toth Financial 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 | $217K | Buy |
19,852
+110
| +0.6% | +$1.2K | 0.03% | 204 |
|
2025
Q1 | $221K | Sell |
19,742
-2,113
| -10% | -$23.7K | 0.03% | 198 |
|
2024
Q4 | $247K | Buy |
21,855
+370
| +2% | +$4.17K | 0.03% | 195 |
|
2024
Q3 | $257K | Sell |
21,485
-1,947
| -8% | -$23.3K | 0.03% | 191 |
|
2024
Q2 | $269K | Sell |
23,432
-36
| -0.2% | -$413 | 0.03% | 189 |
|
2024
Q1 | $260K | Sell |
23,468
-1,989
| -8% | -$22K | 0.03% | 189 |
|
2023
Q4 | $280K | Sell |
25,457
-2,850
| -10% | -$31.4K | 0.04% | 194 |
|
2023
Q3 | $274K | Sell |
28,307
-24,991
| -47% | -$242K | 0.04% | 177 |
|
2023
Q2 | $583K | Buy |
53,298
+4,378
| +9% | +$47.9K | 0.08% | 142 |
|
2023
Q1 | $544K | Sell |
48,920
-737
| -1% | -$8.2K | 0.08% | 141 |
|
2022
Q4 | $565K | Buy |
+49,657
| New | +$565K | 0.09% | 146 |
|