QP Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,750
| Closed | -$111K | – | 80 |
|
|
2022
Q3 | $111K | Sell |
10,750
-13,615
| -56% | -$141K | 0.16% | 61 |
|
|
2022
Q2 | $285K | Sell |
24,365
-5,000
| -17% | -$58.5K | 0.39% | 53 |
|
|
2022
Q1 | $382K | Buy |
29,365
+1,000
| +4% | +$13K | 0.43% | 44 |
|
|
2021
Q4 | $429K | Hold |
28,365
| – | – | 0.45% | 46 |
|
|
2021
Q3 | $419K | Hold |
28,365
| – | – | 0.45% | 44 |
|
|
2021
Q2 | $437K | Buy |
28,365
+2,965
| +12% | +$45.7K | 0.45% | 45 |
|
|
2021
Q1 | $367K | Buy |
25,400
+3,044
| +14% | +$44K | 0.4% | 45 |
|
|
2020
Q4 | $322K | Sell |
22,356
-2,198
| -9% | -$31.7K | 0.36% | 47 |
|
|
2020
Q3 | $331K | Buy |
24,554
+1,003
| +4% | +$13.5K | 0.42% | 42 |
|
|
2020
Q2 | $311K | Buy |
23,551
+1
| +0% | +$13 | 0.43% | 43 |
|
|
2020
Q1 | $287K | Buy |
23,550
+5,200
| +28% | +$63.4K | 0.42% | 47 |
|
|
2019
Q4 | $267K | Buy |
+18,350
| New | +$267K | 0.33% | 67 |
|