Wellspring Financial Advisors’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
2024 Q4	–	Sell	-50,747	Closed	-$607K	–	166
2024 Q3	$607K	Sell	50,747 -22,300	-31%	-$259K	0.07%	73
2024 Q2	$837K	Buy	73,047 +18,000	+33%	+$197K	0.11%	62
2024 Q1	$609K	Hold	55,047	–	–	0.1%	64
2023 Q4	$606K	Buy	55,047 +13,900	+34%	+$142K	0.15%	62
2023 Q3	$398K	Hold	41,147	–	–	0.12%	70
2023 Q2	$450K	Hold	41,147	–	–	0.13%	62
2023 Q1	$458K	Buy	41,147 +19,147	+87%	+$214K	0.14%	66
2022 Q4	$250K	Buy	+22,000	New	+$240K	0.08%	95
2021 Q2	–	Sell	-15,779	Closed	-$214K	–	112
2021 Q1	$214K	Buy	+15,779	New	+$234K	0.1%	81
2020 Q2	–	Sell	-15,779	Closed	-$214K	–	96
2020 Q1	$214K	Buy	+15,779	New	+$224K	0.1%	81