SWM
Selective Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,044
| Closed | -$21K | – | 515 |
|
|
2022
Q3 | $21K | Hold |
2,044
| – | – | 0.01% | 421 |
|
|
2022
Q2 | $24K | Sell |
2,044
-95
| -4% | -$1.12K | 0.01% | 440 |
|
|
2022
Q1 | $28K | Hold |
2,139
| – | – | 0.01% | 402 |
|
|
2021
Q4 | $32K | Hold |
2,139
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $32K | Hold |
2,139
| – | – | 0.02% | 316 |
|
|
2021
Q2 | $33K | Hold |
2,139
| – | – | 0.03% | 230 |
|
|
2021
Q1 | $31K | Hold |
2,139
| – | – | 0.03% | 160 |
|
|
2020
Q4 | $31K | Hold |
2,139
| – | – | 0.02% | 143 |
|
|
2020
Q3 | $29K | Hold |
2,139
| – | – | 0.02% | 128 |
|
|
2020
Q2 | $28K | Hold |
2,139
| – | – | 0.02% | 143 |
|
|
2020
Q1 | $27K | Hold |
2,139
| – | – | 0.04% | 88 |
|
|
2019
Q4 | $30K | Hold |
2,139
| – | – | 0.04% | 94 |
|
|
2019
Q3 | $31K | Buy |
+2,139
| New | +$31K | 0.04% | 95 |
|
|
2018
Q3 | $36K | Buy |
+2,860
| New | +$36K | 0.43% | 43 |
|