Atria Wealth Solutions’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 | – | Sell |
-339,811
| Closed | -$3.71M | – | 1748 |
|
2025
Q1 | $3.71M | Sell |
339,811
-3,034
| -0.9% | -$33.1K | 0.04% | 427 |
|
2024
Q4 | $3.71M | Buy |
342,845
+58,928
| +21% | +$637K | 0.04% | 433 |
|
2024
Q3 | $3.31M | Buy |
283,917
+13,420
| +5% | +$156K | 0.04% | 463 |
|
2024
Q2 | $2.92M | Buy |
270,497
+10,058
| +4% | +$109K | 0.03% | 499 |
|
2024
Q1 | $2.75M | Buy |
260,439
+82,108
| +46% | +$867K | 0.03% | 523 |
|
2023
Q4 | $1.76M | Buy |
178,331
+30,905
| +21% | +$305K | 0.02% | 642 |
|
2023
Q3 | $1.37M | Buy |
147,426
+929
| +0.6% | +$8.62K | 0.02% | 691 |
|
2023
Q2 | $1.55M | Buy |
+146,497
| New | +$1.55M | 0.02% | 664 |
|
2023
Q1 | – | Sell |
-186,569
| Closed | -$1.93M | – | 1917 |
|
2022
Q4 | $1.93M | Buy |
186,569
+3,625
| +2% | +$37.6K | 0.03% | 526 |
|
2022
Q3 | $1.88M | Buy |
182,944
+47,566
| +35% | +$490K | 0.03% | 504 |
|
2022
Q2 | $1.58M | Buy |
+135,378
| New | +$1.58M | 0.03% | 504 |
|