Carson Wealth (CWM LLC)’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
1,924
| – | – | ﹤0.01% | 3911 |
|
|
2025
Q1 | $21K | Hold |
1,924
| – | – | ﹤0.01% | 3635 |
|
|
2024
Q4 | $21K | Buy |
1,924
+1,611
| +515% | +$17.6K | ﹤0.01% | 3404 |
|
|
2024
Q3 | $4K | Hold |
313
| – | – | ﹤0.01% | 4196 |
|
|
2024
Q2 | $3K | Sell |
313
-860
| -73% | -$8.24K | ﹤0.01% | 4092 |
|
|
2024
Q1 | $12K | Hold |
1,173
| – | – | ﹤0.01% | 3235 |
|
|
2023
Q4 | $12K | Hold |
1,173
| – | – | ﹤0.01% | 3088 |
|
|
2023
Q3 | $11K | Buy |
1,173
+320
| +38% | +$3K | ﹤0.01% | 3084 |
|
|
2023
Q2 | $9K | Buy |
853
+319
| +60% | +$3.37K | ﹤0.01% | 3140 |
|
|
2023
Q1 | $6K | Buy |
534
+8
| +2% | +$90 | ﹤0.01% | 3220 |
|
|
2022
Q4 | $5K | Buy |
526
+355
| +208% | +$3.38K | ﹤0.01% | 3198 |
|
|
2022
Q3 | $2K | Buy |
+171
| New | +$2K | ﹤0.01% | 3497 |
|
|
2019
Q1 | – | Sell |
-69
| Closed | -$1K | – | 3138 |
|
|
2018
Q4 | $1K | Hold |
69
| – | – | ﹤0.01% | 1940 |
|
|
2018
Q3 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 1707 |
|