WAOTB
Wealth Advisors of Tampa Bay’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 | – | Sell |
-1,825
| Closed | -$20.4K | – | 129 |
|
|
2025
Q1 | $20.4K | Buy |
+1,825
| New | +$20.4K | 0.01% | 149 |
|
|
2023
Q4 | – | Sell |
-37,928
| Closed | -$367K | – | 96 |
|
|
2023
Q3 | $367K | Buy |
37,928
+18,964
| +100% | +$184K | 0.1% | 75 |
|
|
2023
Q2 | $207K | Hold |
18,964
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $211K | Hold |
18,964
| – | – | 0.12% | 72 |
|
|
2022
Q4 | $216K | Sell |
18,964
-1,339
| -7% | -$15.2K | 0.13% | 69 |
|
|
2022
Q3 | $215K | Sell |
20,303
-17,303
| -46% | -$183K | 0.15% | 71 |
|
|
2022
Q2 | $442K | Sell |
37,606
-185,744
| -83% | -$2.18M | 0.14% | 73 |
|
|
2022
Q1 | $2.94M | Sell |
223,350
-133,110
| -37% | -$1.75M | 0.79% | 47 |
|
|
2021
Q4 | $5.56M | Buy |
356,460
+172,091
| +93% | +$2.68M | 1.36% | 32 |
|
|
2021
Q3 | $2.8M | Buy |
184,369
+1,575
| +0.9% | +$23.9K | 1.55% | 28 |
|
|
2021
Q2 | $2.87M | Buy |
182,794
+2,824
| +2% | +$44.3K | 1.6% | 26 |
|
|
2021
Q1 | $2.67M | Buy |
179,970
+30,879
| +21% | +$458K | 1.58% | 28 |
|
|
2020
Q4 | $2.25M | Sell |
149,091
-252
| -0.2% | -$3.81K | 1.57% | 31 |
|
|
2020
Q3 | $2.14M | Buy |
149,343
+16,550
| +12% | +$237K | 1.59% | 27 |
|
|
2020
Q2 | $1.85M | Buy |
132,793
+77,505
| +140% | +$1.08M | 1.54% | 31 |
|
|
2020
Q1 | $749K | Sell |
55,288
-1,840
| -3% | -$24.9K | 0.84% | 42 |
|
|
2019
Q4 | $822K | Hold |
57,128
| – | – | 0.76% | 42 |
|
|
2019
Q3 | $818K | Hold |
57,128
| – | – | 0.68% | 49 |
|
|
2019
Q2 | $789K | Hold |
57,128
| – | – | 0.57% | 53 |
|
|
2019
Q1 | $763K | Hold |
57,128
| – | – | 0.55% | 51 |
|
|
2018
Q4 | $704K | Hold |
57,128
| – | – | 0.57% | 47 |
|
|
2018
Q3 | $722K | Sell |
57,128
-3,648
| -6% | -$46.1K | 0.51% | 47 |
|
|
2018
Q2 | $793K | Hold |
60,776
| – | – | 0.61% | 44 |
|
|
2018
Q1 | $790K | Hold |
60,776
| – | – | 0.57% | 46 |
|
|
2017
Q4 | $838K | Buy |
+60,776
| New | +$838K | 0.57% | 47 |
|