AE Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
130,672
+27,035
| +26% | +$280K | 0.01% | 639 |
|
|
2025
Q1 | $1.13M | Buy |
103,637
+12,283
| +13% | +$134K | 0.01% | 671 |
|
|
2024
Q4 | $988K | Buy |
91,354
+12,509
| +16% | +$135K | 0.01% | 701 |
|
|
2024
Q3 | $919K | Buy |
78,845
+339
| +0.4% | +$3.95K | 0.01% | 710 |
|
|
2024
Q2 | $847K | Buy |
78,506
+19,627
| +33% | +$212K | 0.01% | 743 |
|
|
2024
Q1 | $622K | Sell |
58,879
-53,909
| -48% | -$569K | 0.01% | 765 |
|
|
2023
Q4 | $1.1M | Sell |
112,788
-3,841
| -3% | -$37.5K | 0.01% | 1119 |
|
|
2023
Q3 | $1.08M | Sell |
116,629
-7,049
| -6% | -$65.4K | 0.01% | 1064 |
|
|
2023
Q2 | $1.31M | Sell |
123,678
-12,550
| -9% | -$133K | 0.01% | 986 |
|
|
2023
Q1 | $1.47M | Buy |
136,228
+5,633
| +4% | +$60.8K | 0.01% | 902 |
|
|
2022
Q4 | $1.35M | Buy |
130,595
+38,218
| +41% | +$395K | 0.01% | 875 |
|
|
2022
Q3 | $950K | Sell |
92,377
-52,133
| -36% | -$536K | 0.01% | 957 |
|
|
2022
Q2 | $1.69M | Sell |
144,510
-5,434
| -4% | -$63.6K | 0.01% | 715 |
|
|
2022
Q1 | $1.95M | Sell |
149,944
-109,988
| -42% | -$1.43M | 0.01% | 708 |
|
|
2021
Q4 | $3.93M | Sell |
259,932
-150
| -0.1% | -$2.27K | 0.03% | 486 |
|
|
2021
Q3 | $3.84M | Buy |
260,082
+19,550
| +8% | +$289K | 0.03% | 438 |
|
|
2021
Q2 | $3.7M | Buy |
240,532
+9,834
| +4% | +$151K | 0.03% | 455 |
|
|
2021
Q1 | $3.33M | Buy |
230,698
+15,773
| +7% | +$228K | 0.03% | 419 |
|
|
2020
Q4 | $3.1M | Buy |
214,925
+69,706
| +48% | +$1.01M | 0.04% | 375 |
|
|
2020
Q3 | $1.96M | Buy |
+145,219
| New | +$1.96M | 0.03% | 427 |
|