U.S. Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,595
| Closed | -$395K | – | 680 |
|
|
2023
Q1 | $395K | Sell |
36,595
-36,603
| -50% | -$395K | 0.02% | 479 |
|
|
2022
Q4 | $757K | Hold |
73,198
| – | – | 0.04% | 376 |
|
|
2022
Q3 | $752K | Hold |
73,198
| – | – | 0.04% | 382 |
|
|
2022
Q2 | $856K | Sell |
73,198
-56,589
| -44% | -$662K | 0.04% | 378 |
|
|
2022
Q1 | $1.69M | Hold |
129,787
| – | – | 0.06% | 300 |
|
|
2021
Q4 | $1.96M | Sell |
129,787
-35,924
| -22% | -$543K | 0.08% | 263 |
|
|
2021
Q3 | $2.43M | Buy |
+165,711
| New | +$2.43M | 0.11% | 215 |
|