Steward Partners Investment Advisory’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 | Sell |
11,942
-640
| -5% | -$6.64K | ﹤0.01% | 1987 |
|
2025
Q1 | $137K | Sell |
12,582
-24,850
| -66% | -$271K | ﹤0.01% | 1836 |
|
2024
Q4 | $405K | Buy |
37,432
+14,431
| +63% | +$156K | ﹤0.01% | 1260 |
|
2024
Q3 | $268K | Buy |
23,001
+13,722
| +148% | +$160K | ﹤0.01% | 1379 |
|
2024
Q2 | $100K | Sell |
9,279
-838
| -8% | -$9.04K | ﹤0.01% | 1776 |
|
2024
Q1 | $107K | Buy |
10,117
+3,940
| +64% | +$41.6K | ﹤0.01% | 1733 |
|
2023
Q4 | $61K | Sell |
6,177
-125
| -2% | -$1.24K | ﹤0.01% | 1896 |
|
2023
Q3 | $58.5K | Sell |
6,302
-529
| -8% | -$4.91K | ﹤0.01% | 1837 |
|
2023
Q2 | $72.2K | Sell |
6,831
-376
| -5% | -$3.97K | ﹤0.01% | 1733 |
|
2023
Q1 | $77.8K | Sell |
7,207
-238
| -3% | -$2.57K | ﹤0.01% | 1684 |
|
2022
Q4 | $77K | Hold |
7,445
| – | – | ﹤0.01% | 1657 |
|
2022
Q3 | $77K | Buy |
7,445
+1,128
| +18% | +$11.7K | ﹤0.01% | 1600 |
|
2022
Q2 | $74K | Sell |
6,317
-2,668
| -30% | -$31.3K | ﹤0.01% | 1621 |
|
2022
Q1 | $117K | Buy |
8,985
+1,636
| +22% | +$21.3K | ﹤0.01% | 1543 |
|
2021
Q4 | $111K | Buy |
7,349
+387
| +6% | +$5.85K | ﹤0.01% | 1553 |
|
2021
Q3 | $103K | Buy |
6,962
+404
| +6% | +$5.98K | ﹤0.01% | 1533 |
|
2021
Q2 | $101K | Buy |
6,558
+111
| +2% | +$1.71K | ﹤0.01% | 2267 |
|
2021
Q1 | $93K | Sell |
6,447
-53
| -0.8% | -$765 | ﹤0.01% | 1665 |
|
2020
Q4 | $94K | Sell |
6,500
-486
| -7% | -$7.03K | ﹤0.01% | 1390 |
|
2020
Q3 | $94K | Sell |
6,986
-391
| -5% | -$5.26K | ﹤0.01% | 1248 |
|
2020
Q2 | $97K | Buy |
7,377
+10
| +0.1% | +$131 | ﹤0.01% | 1166 |
|
2020
Q1 | $91K | Buy |
7,367
+6
| +0.1% | +$74 | ﹤0.01% | 1030 |
|
2019
Q4 | $104K | Buy |
7,361
+11
| +0.1% | +$155 | ﹤0.01% | 1127 |
|
2019
Q3 | $104K | Sell |
7,350
-1,288
| -15% | -$18.2K | ﹤0.01% | 1074 |
|
2019
Q2 | $120K | Buy |
+8,638
| New | +$120K | ﹤0.01% | 983 |
|
2018
Q4 | – | Sell |
-8,000
| Closed | -$100K | – | 1662 |
|
2018
Q3 | $100K | Sell |
8,000
-1,000
| -11% | -$12.5K | ﹤0.01% | 931 |
|
2018
Q2 | $114K | Sell |
9,000
-3,500
| -28% | -$44.3K | 0.01% | 807 |
|
2018
Q1 | $156K | Buy |
+12,500
| New | +$156K | 0.01% | 667 |
|