WealthBridge Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,283
| Closed | -$123K | – | 207 |
|
|
2024
Q3 | $123K | Hold |
10,283
| – | – | 0.04% | 207 |
|
|
2024
Q2 | $118K | Hold |
10,283
| – | – | 0.04% | 184 |
|
|
2024
Q1 | $114K | Sell |
10,283
-700
| -6% | -$7.75K | 0.04% | 190 |
|
|
2023
Q4 | $121K | Buy |
+10,983
| New | +$121K | 0.05% | 179 |
|
|
2022
Q4 | – | Sell |
-17,421
| Closed | -$205K | – | 207 |
|
|
2022
Q3 | $205K | Hold |
17,421
| – | – | 0.09% | 187 |
|
|
2022
Q2 | $205K | Sell |
17,421
-5,502
| -24% | -$64.7K | 0.09% | 187 |
|
|
2022
Q1 | $301K | Sell |
22,923
-9,000
| -28% | -$118K | 0.11% | 135 |
|
|
2021
Q4 | $498K | Buy |
31,923
+53
| +0.2% | +$827 | 0.19% | 101 |
|
|
2021
Q3 | $484K | Buy |
31,870
+7,545
| +31% | +$115K | 0.18% | 101 |
|
|
2021
Q2 | $382K | Buy |
24,325
+2,969
| +14% | +$46.6K | 0.14% | 110 |
|
|
2021
Q1 | $316K | Buy |
21,356
+1,047
| +5% | +$15.5K | 0.13% | 117 |
|
|
2020
Q4 | $307K | Buy |
20,309
+4,697
| +30% | +$71K | 0.13% | 110 |
|
|
2020
Q3 | $224K | Buy |
+15,612
| New | +$224K | 0.11% | 117 |
|
|
2019
Q2 | – | Sell |
-1,721
| Closed | -$23K | – | 597 |
|
|
2019
Q1 | $23K | Hold |
1,721
| – | – | 0.01% | 432 |
|
|
2018
Q4 | $21K | Buy |
+1,721
| New | +$21K | 0.02% | 402 |
|