Fairhaven Wealth Management’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
Q4 | $312K | Hold |
31,175
| – | – | 0.1% | 78 |
|
|
2024
Q3 | $349K | Hold |
31,175
| – | – | 0.11% | 80 |
|
|
2024
Q2 | $337K | Hold |
31,175
| – | – | 0.11% | 77 |
|
|
2024
Q1 | $339K | Buy |
31,175
+20,275
| +186% | +$221K | 0.12% | 78 |
|
|
2023
Q4 | $108K | Hold |
10,900
| – | – | 0.04% | 115 |
|
|
2023
Q3 | $107K | Hold |
10,900
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $111K | Buy |
+10,900
| New | +$111K | 0.04% | 119 |
|
|
2022
Q4 | $108K | Buy |
+10,900
| New | +$108K | 0.05% | 113 |
|