Caldwell Trust’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,000	Closed	-$11.7K	–	724
2024 Q3	$11.7K	Hold	1,000	–	–	﹤0.01%	598
2024 Q2	$10.8K	Hold	1,000	–	–	﹤0.01%	607
2024 Q1	$10.6K	Hold	1,000	–	–	﹤0.01%	615
2023 Q4	$9.88K	Hold	1,000	–	–	﹤0.01%	609
2023 Q3	$9.28K	Hold	1,000	–	–	﹤0.01%	617
2023 Q2	$10.6K	Hold	1,000	–	–	﹤0.01%	622
2023 Q1	$10.8K	Hold	1,000	–	–	﹤0.01%	615
2022 Q4	$10.3K	Hold	1,000	–	–	﹤0.01%	613
2022 Q3	$10.3K	Buy	1,000 +500	+100%	+$5.88K	﹤0.01%	608
2022 Q2	$5.85K	Hold	500	–	–	﹤0.01%	666
2022 Q1	$6.5K	Hold	500	–	–	﹤0.01%	671
2021 Q4	$7.56K	Hold	500	–	–	﹤0.01%	653
2021 Q3	$7.38K	Hold	500	–	–	﹤0.01%	651
2021 Q2	$7.7K	Sell	500 -3,000	-86%	-$44.8K	﹤0.01%	653
2021 Q1	$50.5K	Hold	3,500	–	–	0.01%	430
2020 Q4	$50.5K	Hold	3,500	–	–	0.01%	414
2020 Q3	$47.2K	Hold	3,500	–	–	0.01%	420
2020 Q2	$46.2K	Hold	3,500	–	–	0.01%	424
2020 Q1	$43.6K	Hold	3,500	–	–	0.01%	429
2019 Q4	$49.7K	Buy	+3,500	New	+$49.8K	0.01%	463