United Capital Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

United Capital Financial Advisors’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-97,150	Closed	-$940K	–	1099
2023 Q3	$940K	Sell	97,150 -10,054	-9%	-$97.3K	0.01%	528
2023 Q2	$1.17M	Buy	107,204 +363	+0.3%	+$3.97K	0.01%	519
2023 Q1	$1.19M	Sell	106,841 -36,873	-26%	-$410K	0.01%	535
2022 Q4	$1.63M	Sell	143,714 -4,800	-3%	-$54.6K	0.01%	519
2022 Q3	$1.57M	Sell	148,514 -5,232	-3%	-$55.5K	0.01%	513
2022 Q2	$1.81M	Sell	153,746 -4,580	-3%	-$53.8K	0.01%	513
2022 Q1	$2.08M	Sell	158,326 -614	-0.4%	-$8.07K	0.01%	504
2021 Q4	$2.48M	Hold	158,940	–	–	0.01%	491
2021 Q3	$2.41M	Sell	158,940 -4,000	-2%	-$60.8K	0.01%	488
2021 Q2	$2.56M	Hold	162,940	–	–	0.01%	492
2021 Q1	$2.42M	Buy	162,940 +5,686	+4%	+$84.3K	0.01%	470
2020 Q4	$2.38M	Sell	157,254 -76	-0%	-$1.15K	0.01%	472
2020 Q3	$2.26M	Sell	157,330 -9,008	-5%	-$129K	0.01%	473
2020 Q2	$2.31M	Buy	166,338 +12,498	+8%	+$174K	0.02%	485
2020 Q1	$2.08M	Sell	153,840 -7,083	-4%	-$95.9K	0.02%	483
2019 Q4	$2.31M	Sell	160,923 -14,974	-9%	-$215K	0.01%	572
2019 Q3	$2.52M	Buy	175,897 +44,442	+34%	+$636K	0.02%	538
2019 Q2	$1.82M	Hold	131,455	–	–	0.01%	643
2019 Q1	$1.76M	Hold	131,455	–	–	0.01%	620
2018 Q4	$1.62M	Hold	131,455	–	–	0.01%	606
2018 Q3	$1.66M	Buy	131,455 +30,336	+30%	+$384K	0.01%	650
2018 Q2	$1.32M	Sell	101,119 -2,433	-2%	-$31.7K	0.01%	694
2018 Q1	$1.35M	Buy	103,552 +10,269	+11%	+$133K	0.01%	696
2017 Q4	$1.28M	Buy	93,283 +39,752	+74%	+$547K	0.01%	721
2017 Q3	$741K	Sell	53,531 -3,109	-5%	-$43K	0.01%	856
2017 Q2	$775K	Hold	56,640	–	–	0.01%	829
2017 Q1	$757K	Sell	56,640 -245	-0.4%	-$3.27K	0.01%	819
2016 Q4	$759K	Sell	56,885 -9,148	-14%	-$122K	0.01%	818
2016 Q3	$964K	Buy	+66,033	New	+$964K	0.01%	781
2013 Q4	–	Sell	-10,310	Closed	-$129K	–	719
2013 Q3	$129K	Buy	10,310 +11	+0.1%	+$138	﹤0.01%	660
2013 Q2	$133K	Buy	+10,299	New	+$133K	﹤0.01%	671