B. Riley Wealth Advisors’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 | $143K | Buy |
+13,785
| New | +$143K | 0.01% | 901 |
|
|
2024
Q4 | $558K | Buy |
51,582
+4,477
| +10% | +$48.4K | 0.02% | 659 |
|
|
2024
Q3 | $552K | Buy |
47,105
+33,020
| +234% | +$387K | 0.02% | 712 |
|
|
2024
Q2 | $153K | Buy |
+14,085
| New | +$153K | ﹤0.01% | 1272 |
|
|
2022
Q2 | – | Sell |
-54,957
| Closed | -$715K | – | 1339 |
|
|
2022
Q1 | $715K | Sell |
54,957
-9,261
| -14% | -$120K | 0.02% | 586 |
|
|
2021
Q4 | $971K | Buy |
64,218
+647
| +1% | +$9.78K | 0.03% | 539 |
|
|
2021
Q3 | $939K | Buy |
63,571
+672
| +1% | +$9.93K | 0.03% | 538 |
|
|
2021
Q2 | $969K | Buy |
62,899
+668
| +1% | +$10.3K | 0.03% | 517 |
|
|
2021
Q1 | $898K | Sell |
62,231
-4,631
| -7% | -$66.8K | 0.03% | 511 |
|
|
2020
Q4 | $965K | Buy |
66,862
+682
| +1% | +$9.84K | 0.05% | 340 |
|
|
2020
Q3 | $893K | Sell |
66,180
-553
| -0.8% | -$7.46K | 0.05% | 336 |
|
|
2020
Q2 | $881K | Sell |
66,733
-244
| -0.4% | -$3.22K | 0.06% | 303 |
|
|
2020
Q1 | $834K | Buy |
66,977
+11,598
| +21% | +$144K | 0.07% | 270 |
|
|
2019
Q4 | $786K | Buy |
55,379
+498
| +0.9% | +$7.07K | 0.07% | 288 |
|
|
2019
Q3 | $784K | Sell |
54,881
-8,541
| -13% | -$122K | 0.08% | 270 |
|
|
2019
Q2 | $886K | Buy |
63,422
+691
| +1% | +$9.65K | 0.1% | 222 |
|
|
2019
Q1 | $850K | Buy |
62,731
+14,132
| +29% | +$191K | 0.11% | 216 |
|
|
2018
Q4 | $566K | Buy |
48,599
+29,724
| +157% | +$346K | 0.08% | 266 |
|
|
2018
Q3 | $237K | Buy |
18,875
+7,034
| +59% | +$88.3K | 0.03% | 581 |
|
|
2018
Q2 | $151K | Buy |
+11,841
| New | +$151K | 0.02% | 625 |
|
|
2017
Q1 | – | Sell |
-13,673
| Closed | -$176K | – | 555 |
|
|
2016
Q4 | $176K | Sell |
13,673
-2,377
| -15% | -$30.6K | 0.04% | 474 |
|
|
2016
Q3 | $233K | Buy |
16,050
+14
| +0.1% | +$203 | 0.05% | 492 |
|
|
2016
Q2 | $239K | Sell |
16,036
-136
| -0.8% | -$2.03K | 0.05% | 480 |
|
|
2016
Q1 | $226K | Buy |
16,172
+100
| +0.6% | +$1.4K | 0.05% | 436 |
|
|
2015
Q4 | $223K | Sell |
16,072
-865
| -5% | -$12K | 0.05% | 459 |
|
|
2015
Q3 | $226K | Buy |
+16,937
| New | +$226K | 0.05% | 435 |
|
|
2015
Q2 | – | Sell |
-21,000
| Closed | -$291K | – | 570 |
|
|
2015
Q1 | $291K | Sell |
21,000
-27,252
| -56% | -$378K | 0.07% | 362 |
|
|
2014
Q4 | $3.64K | Buy |
48,252
+22,420
| +87% | +$1.69K | 0.08% | 320 |
|
|
2014
Q3 | $337K | Sell |
25,832
-25,020
| -49% | -$326K | 0.09% | 312 |
|
|
2014
Q2 | $337K | Buy |
50,852
+25,531
| +101% | +$169K | 0.08% | 285 |
|
|
2014
Q1 | $322K | Sell |
25,321
-1,784
| -7% | -$22.7K | 0.1% | 246 |
|
|
2013
Q4 | $325K | Sell |
27,105
-95
| -0.3% | -$1.14K | 0.1% | 223 |
|
|
2013
Q3 | $317K | Sell |
27,200
-799
| -3% | -$9.31K | 0.11% | 211 |
|
|
2013
Q2 | $355K | Buy |
+27,999
| New | +$355K | 0.12% | 196 |
|