Waverly 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 | $2.05M | Sell |
187,608
-8,878
| -5% | -$96.9K | 0.02% | 487 |
|
|
2025
Q1 | $2.2M | Buy |
196,486
+26,144
| +15% | +$293K | 0.03% | 461 |
|
|
2024
Q4 | $1.92M | Buy |
170,342
+15,790
| +10% | +$178K | 0.03% | 391 |
|
|
2024
Q3 | $1.85M | Sell |
154,552
-7,851
| -5% | -$94K | 0.03% | 343 |
|
|
2024
Q2 | $1.86M | Buy |
162,403
+87,307
| +116% | +$1M | 0.04% | 326 |
|
|
2024
Q1 | $831K | Buy |
+75,096
| New | +$831K | 0.02% | 397 |
|