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Keystone Wealth Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Keystone Wealth Services’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,608
Closed -$120K – 197
2022
Q4 		$120K Buy
+11,608
New +$121K 0.05% 184

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Keystone Wealth Services's NMZ Position: Q1 2023 in Review

Keystone Wealth Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2023, closing a stake of 11,608 shares — an estimated $120K sold.

Keystone Wealth Services first reported a position in NMZ in Q4 2022 and held it in 1 quarter. The position peaked at $120K in Q4 2022. 122 funds tracked by Wall St. Rank hold NMZ as of Q1 2023.

  • Keystone Wealth Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Keystone Wealth Services sold 11,608 Nuveen Municipal High Income Opportunity Fund shares in Q1 2023, an estimated $120K.
  • Keystone Wealth Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 1 quarter.
  • Keystone Wealth Services's Nuveen Municipal High Income Opportunity Fund position peaked at $120K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2023.

Based on Keystone Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.