WWA
WCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
37,543
+17,164
| +84% | +$187K | 0.03% | 312 |
|
|
2025
Q1 | $228K | Buy |
+20,379
| New | +$228K | 0.02% | 278 |
|
|
2022
Q4 | – | Sell |
-10,962
| Closed | -$116K | – | 240 |
|
|
2022
Q3 | $116K | Sell |
10,962
-7,888
| -42% | -$83.5K | 0.02% | 281 |
|
|
2022
Q2 | $221K | Buy |
+18,850
| New | +$221K | 0.03% | 249 |
|