LWP
Legacy Wealth Planning’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1M | Buy |
97,582
+6,110
| +7% | +$62.8K | 1.66% | 15 |
|
|
2022
Q2 | $1.07M | Buy |
91,472
+356
| +0.4% | +$4.16K | 1.53% | 15 |
|
|
2022
Q1 | $1.19M | Buy |
91,116
+1,961
| +2% | +$25.5K | 1.4% | 15 |
|
|
2021
Q4 | $1.35M | Buy |
89,155
+392
| +0.4% | +$5.93K | 1.54% | 14 |
|
|
2021
Q3 | $1.31M | Buy |
88,763
+280
| +0.3% | +$4.13K | 1.47% | 14 |
|
|
2021
Q2 | $1.36M | Buy |
88,483
+3,782
| +4% | +$58.2K | 1.55% | 15 |
|
|
2021
Q1 | $1.22M | Sell |
84,701
-5,877
| -6% | -$84.8K | 1.56% | 15 |
|
|
2020
Q4 | $1.31M | Sell |
90,578
-3,327
| -4% | -$48K | 1.68% | 14 |
|
|
2020
Q3 | $1.27M | Buy |
93,905
+1,418
| +2% | +$19.1K | 1.45% | 15 |
|
|
2020
Q2 | $1.22M | Buy |
92,487
+2,407
| +3% | +$31.8K | 1.45% | 14 |
|
|
2020
Q1 | $1.12M | Buy |
90,080
+7,697
| +9% | +$95.8K | 1.79% | 13 |
|
|
2019
Q4 | $1.17M | Buy |
+82,383
| New | +$1.17M | 1.32% | 19 |
|