Caldwell Trust’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
|
|
||||
|
2024
Q3 | $11.7K | Hold |
1,000
|
|
||||
|
2024
Q2 | $10.8K | Hold |
1,000
|
|
||||
|
2024
Q1 | $10.6K | Hold |
1,000
|
|
||||
|
2023
Q4 | $9.88K | Hold |
1,000
|
|
||||
|
2023
Q3 | $9.28K | Hold |
1,000
|
|
||||
|
2023
Q2 | $10.6K | Hold |
1,000
|
|
||||
|
2023
Q1 | $10.8K | Hold |
1,000
|
|
||||
|
2022
Q4 | $10.3K | Hold |
1,000
|
|
||||
|
2022
Q3 | $10.3K | Buy |
1,000
+500
|
|
||||
|
2022
Q2 | $5.85K | Hold |
500
|
|
||||
|
2022
Q1 | $6.5K | Hold |
500
|
|
||||
|
2021
Q4 | $7.56K | Hold |
500
|
|
||||
|
2021
Q3 | $7.38K | Hold |
500
|
|
||||
|
2021
Q2 | $7.7K | Sell |
500
-3,000
|
|
||||
|
2021
Q1 | $50.5K | Hold |
3,500
|
|
||||
|
2020
Q4 | $50.5K | Hold |
3,500
|
|
||||
|
2020
Q3 | $47.2K | Hold |
3,500
|
|
||||
|
2020
Q2 | $46.2K | Hold |
3,500
|
|
||||
|
2020
Q1 | $43.6K | Hold |
3,500
|
|
||||
|
2019
Q4 | $49.7K | Buy |
+3,500
|
|