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Walled Lake Planning & Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,859
Closed -$203K – 110
2023
Q3 		$203K Hold
21,859
– – 0.1% 92
2023
Q2 		$231K Buy
21,859
+4,775
+28% +$50.7K 0.11% 84
2023
Q1 		$185K Buy
+17,084
New +$181K 0.1% 84

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RJA
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MPW
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OIA
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Walled Lake Planning & Wealth Management's NMZ Position: Q4 2023 in Review

Walled Lake Planning & Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2023, closing a stake of 21,859 shares — an estimated $203K sold.

Walled Lake Planning & Wealth Management first reported a position in NMZ in Q1 2023 and held it in 3 quarters. The position peaked at $231K in Q2 2023. 132 funds tracked by Wall St. Rank hold NMZ as of Q4 2023.

  • Walled Lake Planning & Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 21,859 Nuveen Municipal High Income Opportunity Fund shares in Q4 2023, an estimated $203K.
  • Walled Lake Planning & Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2023 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $231K in Q2 2023.
  • 132 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.