Wealth Management Associates’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 | $136K | Sell |
12,416
-1,160
| -9% | -$12.7K | 0.05% | 215 |
|
|
2025
Q1 | $152K | Buy |
13,576
+1,626
| +14% | +$18.2K | 0.07% | 204 |
|
|
2024
Q4 | $135K | Hold |
11,950
| – | – | 0.06% | 204 |
|
|
2024
Q3 | $143K | Buy |
11,950
+1,158
| +11% | +$13.9K | 0.06% | 202 |
|
|
2024
Q2 | $124K | Hold |
10,792
| – | – | 0.06% | 198 |
|
|
2024
Q1 | $124K | Sell |
10,792
-661
| -6% | -$7.58K | 0.06% | 198 |
|
|
2023
Q4 | $126K | Sell |
11,453
-567
| -5% | -$6.24K | 0.07% | 194 |
|
|
2023
Q3 | $116K | Hold |
12,020
| – | – | 0.07% | 184 |
|
|
2023
Q2 | $131K | Sell |
12,020
-480
| -4% | -$5.25K | 0.07% | 184 |
|
|
2023
Q1 | $139K | Hold |
12,500
| – | – | 0.09% | 188 |
|
|
2022
Q4 | $142K | Sell |
12,500
-2,554
| -17% | -$29K | 0.09% | 179 |
|
|
2022
Q3 | $160K | Sell |
15,054
-7,680
| -34% | -$81.4K | 0.11% | 168 |
|
|
2022
Q2 | $267K | Sell |
22,734
-181
| -0.8% | -$2.13K | 0.18% | 137 |
|
|
2022
Q1 | $301K | Hold |
22,915
| – | – | 0.17% | 143 |
|
|
2021
Q4 | $357K | Buy |
22,915
+2,876
| +14% | +$44.9K | 0.19% | 134 |
|
|
2021
Q3 | $304K | Buy |
20,039
+83
| +0.4% | +$1.26K | 0.18% | 133 |
|
|
2021
Q2 | $313K | Buy |
19,956
+87
| +0.4% | +$1.37K | 0.18% | 137 |
|
|
2021
Q1 | $294K | Buy |
19,869
+2,059
| +12% | +$30.5K | 0.19% | 131 |
|
|
2020
Q4 | $269K | Buy |
17,810
+115
| +0.6% | +$1.74K | 0.18% | 136 |
|
|
2020
Q3 | $254K | Buy |
17,695
+86
| +0.5% | +$1.23K | 0.2% | 128 |
|
|
2020
Q2 | $245K | Buy |
17,609
+86
| +0.5% | +$1.2K | 0.21% | 117 |
|
|
2020
Q1 | $237K | Buy |
17,523
+51
| +0.3% | +$691 | 0.24% | 97 |
|
|
2019
Q4 | $251K | Sell |
17,472
-1,195
| -6% | -$17.2K | 0.18% | 125 |
|
|
2019
Q3 | $267K | Buy |
18,667
+1,643
| +10% | +$23.5K | 0.21% | 112 |
|
|
2019
Q2 | $235K | Buy |
17,024
+1,380
| +9% | +$19.1K | 0.23% | 84 |
|
|
2019
Q1 | $209K | Buy |
15,644
+56
| +0.4% | +$748 | 0.23% | 88 |
|
|
2018
Q4 | $192K | Buy |
+15,588
| New | +$192K | 0.26% | 81 |
|