Opal Wealth Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $118K | Hold |
7,429
| – | – | 0.03% | 255 |
|
2025
Q1 | $119K | Buy |
+7,429
| New | +$119K | 0.04% | 249 |
|
2024
Q3 | – | Sell |
-6,848
| Closed | -$106K | – | 833 |
|
2024
Q2 | $106K | Sell |
6,848
-5,796
| -46% | -$89.9K | 0.03% | 261 |
|
2024
Q1 | $194K | Buy |
+12,644
| New | +$194K | 0.07% | 171 |
|
2023
Q4 | – | Sell |
-13,043
| Closed | -$190K | – | 173 |
|
2023
Q3 | $190K | Hold |
13,043
| – | – | 0.11% | 140 |
|
2023
Q2 | $205K | Hold |
13,043
| – | – | 0.1% | 140 |
|
2023
Q1 | $210K | Hold |
13,043
| – | – | 0.12% | 107 |
|
2022
Q4 | $208K | Buy |
+13,043
| New | +$208K | 0.11% | 115 |
|