Principle Wealth Partners’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 | $114K | Hold |
11,000
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $120K | Hold |
11,000
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $119K | Hold |
11,000
| – | – | 0.01% | 334 |
|
|
2024
Q3 | $128K | Buy |
+11,000
| New | +$128K | 0.01% | 340 |
|
|
2024
Q2 | – | Sell |
-11,000
| Closed | -$116K | – | 337 |
|
|
2024
Q1 | $116K | Hold |
11,000
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $109K | Buy |
+11,000
| New | +$109K | 0.01% | 335 |
|
|
2022
Q2 | – | Sell |
-29,235
| Closed | -$380K | – | 316 |
|
|
2022
Q1 | $380K | Buy |
29,235
+39
| +0.1% | +$507 | 0.04% | 232 |
|
|
2021
Q4 | $441K | Buy |
29,196
+72
| +0.2% | +$1.09K | 0.05% | 220 |
|
|
2021
Q3 | $430K | Buy |
29,124
+51
| +0.2% | +$753 | 0.05% | 214 |
|
|
2021
Q2 | $447K | Buy |
29,073
+16,617
| +133% | +$255K | 0.05% | 211 |
|
|
2021
Q1 | $180K | Hold |
12,456
| – | – | 0.02% | 285 |
|
|
2020
Q4 | $180K | Buy |
12,456
+1,456
| +13% | +$21K | 0.02% | 267 |
|
|
2020
Q3 | $148K | Buy |
+11,000
| New | +$148K | 0.04% | 149 |
|