IWA
IBEX Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
33,739
| – | – | 0.04% | 164 |
|
|
2025
Q1 | $368K | Hold |
33,739
| – | – | 0.05% | 115 |
|
|
2024
Q4 | $365K | Buy |
+33,739
| New | +$365K | 0.04% | 161 |
|
|
2023
Q1 | – | Sell |
-34,060
| Closed | -$352K | – | 141 |
|
|
2022
Q4 | $352K | Hold |
34,060
| – | – | 0.08% | 147 |
|
|
2022
Q3 | $350K | Hold |
34,060
| – | – | 0.09% | 119 |
|
|
2022
Q2 | $399K | Sell |
34,060
-3,522
| -9% | -$41.3K | 0.09% | 118 |
|
|
2022
Q1 | $489K | Buy |
37,582
+7,189
| +24% | +$93.5K | 0.09% | 117 |
|
|
2021
Q4 | $460K | Buy |
30,393
+11,649
| +62% | +$176K | 0.08% | 129 |
|
|
2021
Q3 | $277K | Hold |
18,744
| – | – | 0.05% | 150 |
|
|
2021
Q2 | $288K | Hold |
18,744
| – | – | 0.06% | 146 |
|
|
2021
Q1 | $270K | Hold |
18,744
| – | – | 0.07% | 107 |
|
|
2020
Q4 | $270K | Buy |
18,744
+2,468
| +15% | +$35.6K | 0.07% | 99 |
|
|
2020
Q3 | $220K | Buy |
16,276
+700
| +4% | +$9.46K | 0.06% | 94 |
|
|
2020
Q2 | $205K | Buy |
+15,576
| New | +$205K | 0.07% | 97 |
|