Apollon Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
28,550
| – | – | 0.01% | 1022 |
|
|
2025
Q1 | $293K | Hold |
28,550
| – | – | 0.01% | 962 |
|
|
2024
Q4 | $286K | Buy |
28,550
+8,550
| +43% | +$85.7K | 0.01% | 964 |
|
|
2024
Q3 | $224K | Sell |
20,000
-3,260
| -14% | -$36.5K | 0.01% | 1025 |
|
|
2024
Q2 | $251K | Hold |
23,260
| – | – | 0.01% | 923 |
|
|
2024
Q1 | $253K | Hold |
23,260
| – | – | 0.01% | 938 |
|
|
2023
Q4 | $231K | Sell |
23,260
-6,700
| -22% | -$66.4K | 0.01% | 946 |
|
|
2023
Q3 | $294K | Hold |
29,960
| – | – | 0.01% | 708 |
|
|
2023
Q2 | $305K | Sell |
29,960
-5,000
| -14% | -$50.9K | 0.01% | 739 |
|
|
2023
Q1 | $370K | Hold |
34,960
| – | – | 0.02% | 620 |
|
|
2022
Q4 | $348K | Hold |
34,960
| – | – | 0.02% | 621 |
|
|
2022
Q3 | $359K | Sell |
34,960
-90
| -0.3% | -$924 | 0.03% | 539 |
|
|
2022
Q2 | $390K | Hold |
35,050
| – | – | 0.03% | 492 |
|
|
2022
Q1 | $460K | Hold |
35,050
| – | – | 0.03% | 484 |
|
|
2021
Q4 | $583K | Buy |
+35,050
| New | +$583K | 0.04% | 421 |
|