Beacon Bridge Wealth Partners’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
Q1 | – | Sell |
-10,534
| Closed | -$106K | – | 89 |
|
|
2024
Q4 | $106K | Sell |
10,534
-4,216
| -29% | -$42.2K | 0.04% | 87 |
|
|
2024
Q3 | $165K | Buy |
14,750
+216
| +1% | +$2.42K | 0.07% | 85 |
|
|
2024
Q2 | $157K | Sell |
14,534
-6,132
| -30% | -$66.2K | 0.07% | 93 |
|
|
2024
Q1 | $225K | Sell |
20,666
-5,896
| -22% | -$64.2K | 0.11% | 88 |
|
|
2023
Q4 | $263K | Buy |
26,562
+342
| +1% | +$3.39K | 0.13% | 80 |
|
|
2023
Q3 | $257K | Buy |
26,220
+278
| +1% | +$2.73K | 0.14% | 72 |
|
|
2023
Q2 | $264K | Sell |
25,942
-134
| -0.5% | -$1.36K | 0.13% | 74 |
|
|
2023
Q1 | $276K | Sell |
26,076
-844
| -3% | -$8.92K | 0.17% | 71 |
|
|
2022
Q4 | $268K | Buy |
+26,920
| New | +$268K | 0.19% | 72 |
|