Wealthspire Advisors (New York)’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 | $944K | Sell |
86,426
-38,462
| -31% | -$420K | 0.01% | 400 |
|
|
2025
Q1 | $1.4M | Buy |
124,888
+87,853
| +237% | +$984K | 0.01% | 328 |
|
|
2024
Q4 | $418K | Buy |
37,035
+15,144
| +69% | +$171K | ﹤0.01% | 563 |
|
|
2024
Q3 | $262K | Buy |
21,891
+4,226
| +24% | +$50.6K | ﹤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% | -$17.1K | ﹤0.01% | 621 |
|
|
2023
Q3 | $186K | Buy |
19,215
+1,550
| +9% | +$15K | ﹤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 | +$246K | ﹤0.01% | 496 |
|
|
2022
Q3 | – | Sell |
-12,142
| Closed | -$143K | – | 537 |
|
|
2022
Q2 | $143K | Buy |
+12,142
| New | +$143K | ﹤0.01% | 479 |
|