Primoris Wealth Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $567K | Sell |
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|
2025
Q2 | $574K | Sell |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $664K | Buy |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $116K | Hold |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $122K | Hold |
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|
2022
Q1 | $144K | Hold |
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|
2021
Q4 | $183K | Buy |
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