Primoris Wealth Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
57,040
-2,500
| -4% | -$25.2K | 0.39% | 53 |
|
|
2025
Q1 | $611K | Sell |
59,540
-3,460
| -5% | -$35.5K | 0.47% | 50 |
|
|
2024
Q4 | $631K | Buy |
63,000
+500
| +0.8% | +$5.01K | 0.48% | 50 |
|
|
2024
Q3 | $695K | Buy |
62,500
+1,000
| +2% | +$11.1K | 0.5% | 53 |
|
|
2024
Q2 | $664K | Buy |
61,500
+8,500
| +16% | +$91.8K | 0.53% | 51 |
|
|
2024
Q1 | $577K | Buy |
53,000
+18,000
| +51% | +$196K | 0.46% | 55 |
|
|
2023
Q4 | $347K | Buy |
35,000
+5,000
| +17% | +$49.6K | 0.33% | 65 |
|
|
2023
Q3 | $294K | Buy |
30,000
+2,500
| +9% | +$24.5K | 0.36% | 56 |
|
|
2023
Q2 | $280K | Buy |
27,500
+16,500
| +150% | +$168K | 0.31% | 57 |
|
|
2023
Q1 | $116K | Hold |
11,000
| – | – | 0.14% | 66 |
|
|
2022
Q4 | $109K | Hold |
11,000
| – | – | 0.17% | 60 |
|
|
2022
Q3 | $113K | Hold |
11,000
| – | – | 0.2% | 59 |
|
|
2022
Q2 | $122K | Hold |
11,000
| – | – | 0.18% | 76 |
|
|
2022
Q1 | $144K | Hold |
11,000
| – | – | 0.13% | 74 |
|
|
2021
Q4 | $183K | Buy |
+11,000
| New | +$183K | 0.15% | 82 |
|