CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’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 | $621K | Hold |
59,911
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $654K | Hold |
59,911
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $648K | Sell |
59,911
-5,613
| -9% | -$60.7K | 0.01% | 160 |
|
|
2024
Q3 | $764K | Hold |
65,524
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $707K | Hold |
65,524
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $692K | Hold |
65,524
| – | – | 0.02% | 150 |
|
|
2023
Q4 | $647K | Sell |
65,524
-31,972
| -33% | -$316K | 0.02% | 158 |
|
|
2023
Q3 | $905K | Sell |
97,496
-79,794
| -45% | -$740K | 0.03% | 128 |
|
|
2023
Q2 | $1.87M | Buy |
177,290
+200
| +0.1% | +$2.11K | 0.05% | 106 |
|
|
2023
Q1 | $1.91M | Buy |
177,090
+210
| +0.1% | +$2.27K | 0.06% | 105 |
|
|
2022
Q4 | $1.83M | Buy |
+176,880
| New | +$1.83M | 0.07% | 108 |
|
|
2022
Q3 | – | Sell |
-187,010
| Closed | -$2.19M | – | 136 |
|
|
2022
Q2 | $2.19M | Sell |
187,010
-447
| -0.2% | -$5.23K | 0.09% | 94 |
|
|
2022
Q1 | $2.44M | Sell |
187,457
-5,817
| -3% | -$75.7K | 0.09% | 95 |
|
|
2021
Q4 | $2.92M | Sell |
193,274
-8,180
| -4% | -$124K | 0.11% | 80 |
|
|
2021
Q3 | $2.97M | Buy |
201,454
+2,534
| +1% | +$37.4K | 0.12% | 75 |
|
|
2021
Q2 | $3.06M | Sell |
198,920
-11,464
| -5% | -$176K | 0.13% | 77 |
|
|
2021
Q1 | $3.04M | Sell |
210,384
-46,423
| -18% | -$670K | 0.14% | 73 |
|
|
2020
Q4 | $3.7M | Buy |
256,807
+187
| +0.1% | +$2.7K | 0.18% | 63 |
|
|
2020
Q3 | $3.46M | Buy |
256,620
+10,965
| +4% | +$148K | 0.2% | 64 |
|
|
2020
Q2 | $3.24M | Buy |
+245,655
| New | +$3.24M | 0.2% | 65 |
|
|
2019
Q4 | $3.43M | Sell |
241,801
-3,562
| -1% | -$50.5K | 0.27% | 51 |
|
|
2019
Q3 | $3.5M | Sell |
245,363
-2,958
| -1% | -$42.2K | 0.31% | 48 |
|
|
2019
Q2 | $3.47M | Buy |
248,321
+2,435
| +1% | +$34K | 0.35% | 46 |
|
|
2019
Q1 | $3.33M | Buy |
245,886
+7,170
| +3% | +$97.1K | 0.36% | 42 |
|
|
2018
Q4 | $2.78M | Buy |
238,716
+161,303
| +208% | +$1.88M | 0.28% | 56 |
|
|
2018
Q3 | $972K | Sell |
77,413
-5,550
| -7% | -$69.7K | 0.09% | 88 |
|
|
2018
Q2 | $1.05M | Sell |
82,963
-9,050
| -10% | -$115K | 0.1% | 87 |
|
|
2018
Q1 | $1.15M | Hold |
92,013
| – | – | 0.12% | 83 |
|
|
2017
Q4 | $1.25M | Sell |
92,013
-3,193
| -3% | -$43.4K | 0.13% | 76 |
|
|
2017
Q3 | $1.3M | Hold |
95,206
| – | – | 0.14% | 81 |
|
|
2017
Q2 | $1.28M | Hold |
95,206
| – | – | 0.14% | 82 |
|
|
2017
Q1 | $1.25M | Hold |
95,206
| – | – | 0.14% | 85 |
|
|
2016
Q4 | $1.22M | Sell |
95,206
-5,064
| -5% | -$64.9K | 0.14% | 83 |
|
|
2016
Q3 | $1.46M | Sell |
100,270
-5,332
| -5% | -$77.4K | 0.18% | 69 |
|
|
2016
Q2 | $1.57M | Sell |
105,602
-19,000
| -15% | -$282K | 0.23% | 62 |
|
|
2016
Q1 | $1.74M | Sell |
124,602
-338
| -0.3% | -$4.73K | 0.27% | 57 |
|
|
2015
Q4 | $1.73M | Sell |
124,940
-10,750
| -8% | -$149K | 0.29% | 57 |
|
|
2015
Q3 | $1.8M | Hold |
135,690
| – | – | 0.34% | 51 |
|
|
2015
Q2 | $1.77M | Sell |
135,690
-105,877
| -44% | -$1.38M | 0.35% | 41 |
|
|
2015
Q1 | $3.34M | Buy |
241,567
+309
| +0.1% | +$4.28K | 0.74% | 27 |
|
|
2014
Q4 | $3.23M | Sell |
241,258
-72,579
| -23% | -$973K | 0.7% | 25 |
|
|
2014
Q3 | $4.09M | Sell |
313,837
-84,436
| -21% | -$1.1M | 0.87% | 25 |
|
|
2014
Q2 | $5.28M | Sell |
398,273
-687
| -0.2% | -$9.1K | 1.04% | 24 |
|
|
2014
Q1 | $5.08M | Sell |
398,960
-17,067
| -4% | -$217K | 1.12% | 24 |
|
|
2013
Q4 | $4.99M | Buy |
416,027
+131,471
| +46% | +$1.58M | 1.25% | 23 |
|
|
2013
Q3 | $3.32M | Buy |
+284,556
| New | +$3.32M | 0.9% | 29 |
|