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Confluence Wealth Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Confluence Wealth Services’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,008
Closed -$15K – 836
2021
Q4 		$15K Buy
+1,008
New +$14.9K ﹤0.01% 807

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Confluence Wealth Services's NMZ Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2022, closing a stake of 1,008 shares — an estimated $15K sold.

Confluence Wealth Services first reported a position in NMZ in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 112 funds tracked by Wall St. Rank hold NMZ as of Q1 2022.

  • Confluence Wealth Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,008 Nuveen Municipal High Income Opportunity Fund shares in Q1 2022, an estimated $15K.
  • Confluence Wealth Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Nuveen Municipal High Income Opportunity Fund position peaked at $15K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.