WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,285
| Closed | -$133K | – | 306 |
|
|
2022
Q2 | $133K | Sell |
11,285
-4,040
| -26% | -$47.6K | 0.03% | 285 |
|
|
2022
Q1 | $202K | Sell |
15,325
-3,398
| -18% | -$44.8K | 0.03% | 317 |
|
|
2021
Q4 | $292K | Buy |
18,723
+2,370
| +14% | +$37K | 0.05% | 236 |
|
|
2021
Q3 | $249K | Hold |
16,353
| – | – | 0.07% | 203 |
|
|
2021
Q2 | $257K | Buy |
16,353
+6,245
| +62% | +$98.1K | 0.04% | 224 |
|
|
2021
Q1 | $150K | Sell |
10,108
-8,229
| -45% | -$122K | 0.03% | 289 |
|
|
2020
Q4 | $277K | Hold |
18,337
| – | – | 0.05% | 244 |
|
|
2020
Q3 | $263K | Hold |
18,337
| – | – | 0.09% | 209 |
|
|
2020
Q2 | $255K | Hold |
18,337
| – | – | 0.12% | 165 |
|
|
2020
Q1 | $248K | Buy |
18,337
+5,388
| +42% | +$72.9K | 0.15% | 131 |
|
|
2019
Q4 | $186K | Buy |
+12,949
| New | +$186K | 0.09% | 180 |
|