Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
11,949
+35
| +0.3% | +$363 | ﹤0.01% | 903 |
|
|
2025
Q1 | $130K | Buy |
11,914
+22
| +0.2% | +$240 | ﹤0.01% | 939 |
|
|
2024
Q4 | $129K | Buy |
11,892
+43
| +0.4% | +$465 | ﹤0.01% | 952 |
|
|
2024
Q3 | $138K | Sell |
11,849
-2,328
| -16% | -$27.1K | ﹤0.01% | 826 |
|
|
2024
Q2 | $153K | Sell |
14,177
-11,575
| -45% | -$125K | 0.01% | 786 |
|
|
2024
Q1 | $272K | Buy |
25,752
+14
| +0.1% | +$148 | ﹤0.01% | 691 |
|
|
2023
Q4 | $247K | Sell |
25,738
-1,368
| -5% | -$13.1K | 0.01% | 703 |
|
|
2023
Q3 | $252K | Sell |
27,106
-225
| -0.8% | -$2.09K | 0.01% | 643 |
|
|
2023
Q2 | $289K | Sell |
27,331
-6,502
| -19% | -$68.7K | 0.01% | 619 |
|
|
2023
Q1 | $365K | Sell |
33,833
-590
| -2% | -$6.37K | 0.01% | 570 |
|
|
2022
Q4 | $356K | Sell |
34,423
-3,703
| -10% | -$38.3K | 0.02% | 426 |
|
|
2022
Q3 | $392K | Sell |
38,126
-2,584
| -6% | -$26.6K | 0.02% | 383 |
|
|
2022
Q2 | $476K | Sell |
40,710
-6,130
| -13% | -$71.7K | 0.02% | 486 |
|
|
2022
Q1 | $609K | Sell |
46,840
-9,781
| -17% | -$127K | 0.02% | 515 |
|
|
2021
Q4 | $856K | Sell |
56,621
-49,363
| -47% | -$746K | 0.02% | 516 |
|
|
2021
Q3 | $1.56M | Sell |
105,984
-17,268
| -14% | -$255K | 0.04% | 320 |
|
|
2021
Q2 | $1.9M | Sell |
123,252
-1,550
| -1% | -$23.9K | 0.05% | 302 |
|
|
2021
Q1 | $1.8M | Buy |
+124,802
| New | +$1.8M | 0.05% | 303 |
|