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Toth Financial Advisory’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Toth Financial Advisory’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Sell
11,867
-63
-0.5% -$724 0.01% 264
2026
Q1 		$134K Buy
11,930
+137
+1% +$1.59K 0.01% 253
2025
Q4 		$137K Sell
11,793
-1,414
-11% -$16.3K 0.01% 241
2025
Q3 		$150K Sell
13,207
-6,645
-33% -$73.1K 0.02% 233
2025
Q2 		$217K Buy
19,852
+110
+0.6% +$1.19K 0.03% 205
2025
Q1 		$221K Sell
19,742
-2,113
-10% -$24.1K 0.03% 199
2024
Q4 		$247K Buy
21,855
+370
+2% +$4.3K 0.03% 196
2024
Q3 		$257K Sell
21,485
-1,947
-8% -$22.6K 0.03% 191
2024
Q2 		$269K Sell
23,432
-36
-0.2% -$394 0.03% 189
2024
Q1 		$260K Sell
23,468
-1,989
-8% -$21.8K 0.03% 189
2023
Q4 		$280K Sell
25,457
-2,850
-10% -$29.1K 0.04% 195
2023
Q3 		$274K Sell
28,307
-24,991
-47% -$262K 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% -$8.23K 0.08% 141
2022
Q4 		$565K Buy
+49,657
New +$542K 0.09% 146

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MPW
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CPC
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SWM
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BCG
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CA
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JWA
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Wealth Enhancement Advisory Services
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AWM
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DC
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