WKWM
Walter & Keenan Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,636
| Closed | -$140K | – | 151 |
|
|
2024
Q1 | $140K | Hold |
12,636
| – | – | 0.05% | 140 |
|
|
2023
Q4 | $139K | Hold |
12,636
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $122K | Hold |
12,636
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $138K | Hold |
12,636
| – | – | 0.05% | 141 |
|
|
2023
Q1 | $141K | Sell |
12,636
-4,300
| -25% | -$47.8K | 0.05% | 139 |
|
|
2022
Q4 | $193K | Sell |
16,936
-4,000
| -19% | -$45.5K | 0.08% | 143 |
|
|
2022
Q3 | $222K | Hold |
20,936
| – | – | 0.09% | 132 |
|
|
2022
Q2 | $246K | Hold |
20,936
| – | – | 0.1% | 130 |
|
|
2022
Q1 | $275K | Hold |
20,936
| – | – | 0.09% | 129 |
|
|
2021
Q4 | $327K | Hold |
20,936
| – | – | 0.11% | 119 |
|
|
2021
Q3 | $318K | Hold |
20,936
| – | – | 0.11% | 119 |
|
|
2021
Q2 | $329K | Buy |
20,936
+1,224
| +6% | +$19.2K | 0.11% | 109 |
|
|
2021
Q1 | $292K | Buy |
+19,712
| New | +$292K | 0.1% | 120 |
|