Creative Planning’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,000
| Closed | -$142K | – | 3053 |
|
|
2024
Q1 | $142K | Buy |
+13,000
| New | +$142K | ﹤0.01% | 2627 |
|
|
2023
Q4 | – | Sell |
-16,100
| Closed | -$158K | – | 2903 |
|
|
2023
Q3 | $158K | Sell |
16,100
-654
| -4% | -$6.42K | ﹤0.01% | 2298 |
|
|
2023
Q2 | $170K | Hold |
16,754
| – | – | ﹤0.01% | 2242 |
|
|
2023
Q1 | $177K | Hold |
16,754
| – | – | ﹤0.01% | 2153 |
|
|
2022
Q4 | $167K | Buy |
16,754
+754
| +5% | +$7.5K | ﹤0.01% | 2052 |
|
|
2022
Q3 | $164K | Hold |
16,000
| – | – | ﹤0.01% | 1944 |
|
|
2022
Q2 | $178K | Buy |
+16,000
| New | +$178K | ﹤0.01% | 1890 |
|