Wolff Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,344
| Closed | -$193K | – | 73 |
|
|
2023
Q1 | $193K | Buy |
17,344
+175
| +1% | +$1.95K | 0.07% | 99 |
|
|
2022
Q4 | $195K | Sell |
17,169
-28,453
| -62% | -$323K | 0.07% | 96 |
|
|
2022
Q3 | $483K | Buy |
45,622
+586
| +1% | +$6.2K | 0.22% | 64 |
|
|
2022
Q2 | $529K | Buy |
45,036
+572
| +1% | +$6.72K | 0.24% | 62 |
|
|
2022
Q1 | $584K | Buy |
44,464
+529
| +1% | +$6.95K | 0.23% | 61 |
|
|
2021
Q4 | $685K | Buy |
+43,935
| New | +$685K | 0.26% | 56 |
|
|
2021
Q1 | $629K | Buy |
+42,462
| New | +$629K | 0.29% | 56 |
|