U.S. Capital Wealth Advisors’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 | $1.61M | Buy |
147,369
+9,999
| +7% | +$109K | 0.05% | 339 |
|
|
2025
Q1 | $1.54M | Sell |
137,370
-3,015
| -2% | -$33.8K | 0.05% | 342 |
|
|
2024
Q4 | $1.58M | Buy |
140,385
+11,015
| +9% | +$124K | 0.05% | 340 |
|
|
2024
Q3 | $1.55M | Hold |
129,370
| – | – | 0.05% | 284 |
|
|
2024
Q2 | $1.48M | Buy |
129,370
+106,270
| +460% | +$1.22M | 0.06% | 290 |
|
|
2024
Q1 | $256K | Buy |
23,100
+2,250
| +11% | +$24.9K | 0.01% | 600 |
|
|
2023
Q4 | $229K | Buy |
20,850
+5,000
| +32% | +$55K | 0.01% | 603 |
|
|
2023
Q3 | $153K | Sell |
15,850
-1,512
| -9% | -$14.6K | 0.01% | 610 |
|
|
2023
Q2 | $190K | Buy |
17,362
+3,600
| +26% | +$39.3K | 0.01% | 629 |
|
|
2023
Q1 | $153K | Buy |
13,762
+12
| +0.1% | +$133 | 0.01% | 612 |
|
|
2022
Q4 | $156K | Buy |
+13,750
| New | +$156K | 0.01% | 658 |
|
|
2022
Q1 | – | Sell |
-20,080
| Closed | -$313K | – | 737 |
|
|
2021
Q4 | $313K | Hold |
20,080
| – | – | 0.01% | 588 |
|
|
2021
Q3 | $305K | Buy |
+20,080
| New | +$305K | 0.01% | 604 |
|