Creative Planning’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Hold |
17,546
| – | – | ﹤0.01% | 3244 |
|
|
2025
Q1 | $191K | Buy |
+17,546
| New | +$191K | ﹤0.01% | 3080 |
|
|
2023
Q4 | – | Sell |
-45,772
| Closed | -$425K | – | 2907 |
|
|
2023
Q3 | $425K | Buy |
+45,772
| New | +$425K | ﹤0.01% | 1665 |
|
|
2017
Q4 | – | Sell |
-36,620
| Closed | -$498K | – | 1944 |
|
|
2017
Q3 | $498K | Buy |
36,620
+21,900
| +149% | +$298K | ﹤0.01% | 1054 |
|
|
2017
Q2 | $198K | Hold |
14,720
| – | – | ﹤0.01% | 1513 |
|
|
2017
Q1 | $194K | Sell |
14,720
-4,200
| -22% | -$55.4K | ﹤0.01% | 1503 |
|
|
2016
Q4 | $242K | Buy |
18,920
+4,200
| +29% | +$53.7K | ﹤0.01% | 1299 |
|
|
2016
Q3 | $214K | Hold |
14,720
| – | – | ﹤0.01% | 1363 |
|
|
2016
Q2 | $219K | Hold |
14,720
| – | – | ﹤0.01% | 1207 |
|
|
2016
Q1 | $206K | Buy |
14,720
+2,000
| +16% | +$28K | ﹤0.01% | 1195 |
|
|
2015
Q4 | $176K | Sell |
12,720
-1,914
| -13% | -$26.5K | ﹤0.01% | 1267 |
|
|
2015
Q3 | $194K | Sell |
14,634
-2,000
| -12% | -$26.5K | ﹤0.01% | 1207 |
|
|
2015
Q2 | $217K | Buy |
16,634
+12,014
| +260% | +$157K | ﹤0.01% | 844 |
|
|
2015
Q1 | $64K | Sell |
4,620
-750
| -14% | -$10.4K | ﹤0.01% | 1835 |
|
|
2014
Q4 | $72K | Buy |
5,370
+1,400
| +35% | +$18.8K | ﹤0.01% | 1731 |
|
|
2014
Q3 | $52K | Hold |
3,970
| – | – | ﹤0.01% | 1878 |
|
|
2014
Q2 | $53K | Hold |
3,970
| – | – | ﹤0.01% | 1829 |
|
|
2014
Q1 | $50K | Sell |
3,970
-165
| -4% | -$2.08K | ﹤0.01% | 1791 |
|
|
2013
Q4 | $50K | Sell |
4,135
-236,100
| -98% | -$2.85M | ﹤0.01% | 1609 |
|
|
2013
Q3 | $2.8M | Buy |
240,235
+96,485
| +67% | +$1.13M | 0.06% | 116 |
|
|
2013
Q2 | $1.82M | Buy |
+143,750
| New | +$1.82M | 0.04% | 142 |
|