Kestra Private Wealth Services’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 | $144K | Buy |
13,873
+33
| +0.2% | +$342 | ﹤0.01% | 1529 |
|
|
2025
Q1 | $151K | Buy |
13,840
+20
| +0.1% | +$218 | ﹤0.01% | 1417 |
|
|
2024
Q4 | $149K | Buy |
13,820
+1,720
| +14% | +$18.6K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $141K | Hold |
12,100
| – | – | ﹤0.01% | 1296 |
|
|
2024
Q2 | $131K | Hold |
12,100
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q1 | $128K | Hold |
12,100
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q4 | $120K | Buy |
12,100
+600
| +5% | +$5.93K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $107K | Sell |
11,500
-506
| -4% | -$4.7K | ﹤0.01% | 1082 |
|
|
2023
Q2 | $127K | Sell |
12,006
-1,347
| -10% | -$14.2K | ﹤0.01% | 993 |
|
|
2023
Q1 | $144K | Sell |
13,353
-4,781
| -26% | -$51.6K | 0.01% | 958 |
|
|
2022
Q4 | $188K | Sell |
18,134
-4,468
| -20% | -$46.2K | 0.01% | 813 |
|
|
2022
Q3 | $232K | Buy |
22,602
+133
| +0.6% | +$1.37K | 0.01% | 732 |
|
|
2022
Q2 | $263K | Buy |
22,469
+5,225
| +30% | +$61.2K | 0.02% | 695 |
|
|
2022
Q1 | $224K | Hold |
17,244
| – | – | 0.01% | 849 |
|
|
2021
Q4 | $261K | Sell |
17,244
-104
| -0.6% | -$1.57K | 0.01% | 825 |
|
|
2021
Q3 | $256K | Buy |
17,348
+2,608
| +18% | +$38.5K | 0.01% | 770 |
|
|
2021
Q2 | $227K | Buy |
14,740
+712
| +5% | +$11K | 0.01% | 765 |
|
|
2021
Q1 | $202K | Buy |
+14,028
| New | +$202K | 0.01% | 735 |
|