OneDigital Investment Advisors’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 | $2.28M | Buy |
219,410
+153,353
| +232% | +$1.59M | 0.03% | 398 |
|
|
2025
Q1 | $721K | Sell |
66,057
-764
| -1% | -$8.34K | 0.01% | 724 |
|
|
2024
Q4 | $722K | Sell |
66,821
-396,606
| -86% | -$4.29M | 0.01% | 746 |
|
|
2024
Q3 | $5.4M | Buy |
463,427
+15,985
| +4% | +$186K | 0.06% | 238 |
|
|
2024
Q2 | $4.83M | Sell |
447,442
-8,389
| -2% | -$90.5K | 0.06% | 240 |
|
|
2024
Q1 | $4.81M | Buy |
455,831
+19,075
| +4% | +$201K | 0.08% | 207 |
|
|
2023
Q4 | $4.32M | Buy |
436,756
+3,434
| +0.8% | +$33.9K | 0.08% | 204 |
|
|
2023
Q3 | $4.02M | Sell |
433,322
-13,129
| -3% | -$122K | 0.09% | 175 |
|
|
2023
Q2 | $4.72M | Buy |
446,451
+22,084
| +5% | +$233K | 0.1% | 156 |
|
|
2023
Q1 | $4.58M | Buy |
424,367
+37,717
| +10% | +$407K | 0.11% | 152 |
|
|
2022
Q4 | $4M | Buy |
386,650
+38,373
| +11% | +$397K | 0.12% | 149 |
|
|
2022
Q3 | $3.58M | Buy |
348,277
+9,244
| +3% | +$95K | 0.13% | 112 |
|
|
2022
Q2 | $3.97M | Buy |
339,033
+56,631
| +20% | +$663K | 0.17% | 86 |
|
|
2022
Q1 | $3.67M | Buy |
282,402
+58,659
| +26% | +$763K | 0.14% | 98 |
|
|
2021
Q4 | $3.38M | Buy |
223,743
+20,566
| +10% | +$311K | 0.12% | 108 |
|
|
2021
Q3 | $3M | Buy |
203,177
+65,550
| +48% | +$968K | 0.12% | 112 |
|
|
2021
Q2 | $2.12M | Buy |
137,627
+17,024
| +14% | +$262K | 0.09% | 151 |
|
|
2021
Q1 | $1.74M | Buy |
120,603
+5,420
| +5% | +$78.2K | 0.08% | 167 |
|
|
2020
Q4 | $1.66M | Buy |
115,183
+22,049
| +24% | +$318K | 0.09% | 162 |
|
|
2020
Q3 | $1.26M | Buy |
93,134
+7,776
| +9% | +$105K | 0.09% | 171 |
|
|
2020
Q2 | $1.13M | Buy |
85,358
+4,332
| +5% | +$57.1K | 0.08% | 193 |
|
|
2020
Q1 | $1.01M | Buy |
81,026
+22,904
| +39% | +$285K | 0.09% | 190 |
|
|
2019
Q4 | $825K | Buy |
58,122
+15,446
| +36% | +$219K | 0.07% | 216 |
|
|
2019
Q3 | $609K | Buy |
42,676
+7,779
| +22% | +$111K | 0.05% | 239 |
|
|
2019
Q2 | $487K | Buy |
34,897
+18,995
| +119% | +$265K | 0.04% | 260 |
|
|
2019
Q1 | $215K | Sell |
15,902
-1,162
| -7% | -$15.7K | 0.03% | 273 |
|
|
2018
Q4 | $199K | Buy |
+17,064
| New | +$199K | 0.03% | 263 |
|