Hayek Kallen Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $117K | Buy |
+11,666
| New | +$117K | 0.04% | 93 |
|
2023
Q4 | – | Sell |
-14,666
| Closed | -$144K | – | 89 |
|
2023
Q3 | $144K | Hold |
14,666
| – | – | 0.06% | 82 |
|
2023
Q2 | $149K | Hold |
14,666
| – | – | 0.06% | 83 |
|
2023
Q1 | $155K | Sell |
14,666
-3,333
| -19% | -$35.2K | 0.07% | 81 |
|
2022
Q4 | $179K | Sell |
17,999
-43,969
| -71% | -$437K | 0.08% | 80 |
|
2022
Q3 | $637K | Hold |
61,968
| – | – | 0.3% | 56 |
|
2022
Q2 | $689K | Sell |
61,968
-5,199
| -8% | -$57.8K | 0.3% | 57 |
|
2022
Q1 | $881K | Hold |
67,167
| – | – | 0.33% | 55 |
|
2021
Q4 | $1.12M | Sell |
67,167
-12,941
| -16% | -$215K | 0.4% | 51 |
|
2021
Q3 | $1.34M | Buy |
80,108
+18,441
| +30% | +$308K | 0.61% | 43 |
|
2021
Q2 | $1.04M | Buy |
61,667
+3,500
| +6% | +$59K | 0.44% | 50 |
|
2021
Q1 | $939K | Buy |
58,167
+7,800
| +15% | +$126K | 0.42% | 51 |
|
2020
Q4 | $791K | Buy |
+50,367
| New | +$791K | 0.38% | 48 |
|