Summit X LLC’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 | $572K | Sell |
55,195
-86,695
| -61% | -$899K | 0.11% | 131 |
|
2025
Q1 | $1.55M | Buy |
141,890
+84,866
| +149% | +$926K | 0.33% | 62 |
|
2024
Q4 | $616K | Buy |
57,024
+3,320
| +6% | +$35.9K | 0.14% | 110 |
|
2024
Q3 | $579K | Sell |
53,704
-15,312
| -22% | -$165K | 0.14% | 110 |
|
2024
Q2 | $745K | Buy |
69,016
+15,314
| +29% | +$165K | 0.17% | 99 |
|
2024
Q1 | $567K | Sell |
53,702
-18,356
| -25% | -$194K | 0.15% | 110 |
|
2023
Q4 | $712K | Sell |
72,058
-5,467
| -7% | -$54K | 0.2% | 92 |
|
2023
Q3 | $719K | Buy |
77,525
+14,877
| +24% | +$138K | 0.23% | 85 |
|
2023
Q2 | $662K | Sell |
62,648
-4,001
| -6% | -$42.3K | 0.16% | 129 |
|
2023
Q1 | $720K | Buy |
+66,649
| New | +$720K | 0.19% | 115 |
|
2022
Q4 | – | Sell |
-57,901
| Closed | -$597K | – | 255 |
|
2022
Q3 | $597K | Buy |
+57,901
| New | +$597K | 0.18% | 129 |
|
2020
Q1 | – | Sell |
-30,146
| Closed | -$428K | – | 230 |
|
2019
Q4 | $428K | Sell |
30,146
-1,345
| -4% | -$19.1K | 0.16% | 153 |
|
2019
Q3 | $449K | Buy |
31,491
+4,050
| +15% | +$57.7K | 0.18% | 141 |
|
2019
Q2 | $383K | Buy |
27,441
+1,000
| +4% | +$14K | 0.16% | 161 |
|
2019
Q1 | $358K | Buy |
+26,441
| New | +$358K | 0.15% | 169 |
|