Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,883
| Closed | -$28K | – | 1242 |
|
|
2021
Q1 | $28K | Hold |
1,883
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q4 | $28K | Hold |
1,883
| – | – | ﹤0.01% | 920 |
|
|
2020
Q3 | $27K | Hold |
1,883
| – | – | ﹤0.01% | 815 |
|
|
2020
Q2 | $26K | Sell |
1,883
-1,571
| -45% | -$21.7K | ﹤0.01% | 915 |
|
|
2020
Q1 | $48K | Hold |
3,454
| – | – | 0.01% | 596 |
|
|
2019
Q4 | $50K | Hold |
3,454
| – | – | ﹤0.01% | 646 |
|
|
2019
Q3 | $49K | Hold |
3,454
| – | – | 0.01% | 604 |
|
|
2019
Q2 | $48K | Hold |
3,454
| – | – | 0.01% | 614 |
|
|
2019
Q1 | $46K | Hold |
3,454
| – | – | 0.01% | 578 |
|
|
2018
Q4 | $43K | Buy |
3,454
+1,571
| +83% | +$19.6K | 0.01% | 527 |
|
|
2018
Q3 | $23K | Hold |
1,883
| – | – | ﹤0.01% | 728 |
|
|
2018
Q2 | $24K | Buy |
+1,883
| New | +$24K | ﹤0.01% | 707 |
|