Wealthspire Advisors (New York)’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Buy	17,802 +3,100	+21%	+$36.1K	﹤0.01%	873
2025 Q4	$171K	Buy	14,702 +387	+3%	+$4.45K	﹤0.01%	985
2025 Q3	$163K	Sell	14,315 -72,111	-83%	-$793K	﹤0.01%	864
2025 Q2	$944K	Sell	86,426 -38,462	-31%	-$417K	0.01%	400
2025 Q1	$1.4M	Buy	124,888 +87,853	+237%	+$1M	0.01%	328
2024 Q4	$418K	Buy	37,035 +15,144	+69%	+$176K	﹤0.01%	563
2024 Q3	$262K	Buy	21,891 +4,226	+24%	+$49.1K	﹤0.01%	650
2024 Q2	$202K	Hold	17,665	–	–	﹤0.01%	622
2024 Q1	$196K	Hold	17,665	–	–	﹤0.01%	608
2023 Q4	$194K	Sell	17,665 -1,550	-8%	-$15.8K	﹤0.01%	621
2023 Q3	$186K	Buy	19,215 +1,550	+9%	+$16.3K	﹤0.01%	569
2023 Q2	$193K	Sell	17,665 -3,961	-18%	-$43.3K	﹤0.01%	534
2023 Q1	$240K	Hold	21,626	–	–	﹤0.01%	475
2022 Q4	$246K	Buy	+21,626	New	+$236K	﹤0.01%	496
2022 Q3	–	Sell	-12,142	Closed	-$143K	–	537
2022 Q2	$143K	Buy	+12,142	New	+$148K	﹤0.01%	479