WDG
NUO
Wealth Dimensions Group’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,990
| Closed | -$241K | – | 142 |
|
|
2023
Q1 | $241K | Hold |
18,990
| – | – | 0.09% | 117 |
|
|
2022
Q4 | $241K | Hold |
18,990
| – | – | 0.1% | 117 |
|
|
2022
Q3 | $223K | Hold |
18,990
| – | – | 0.11% | 109 |
|
|
2022
Q2 | $241K | Sell |
18,990
-2,000
| -10% | -$25.4K | 0.11% | 109 |
|
|
2022
Q1 | $291K | Hold |
20,990
| – | – | 0.13% | 107 |
|
|
2021
Q4 | $335K | Hold |
20,990
| – | – | 0.16% | 95 |
|
|
2021
Q3 | $333K | Hold |
20,990
| – | – | 0.21% | 94 |
|
|
2021
Q2 | $344K | Hold |
20,990
| – | – | 0.23% | 87 |
|
|
2021
Q1 | $327K | Hold |
20,990
| – | – | 0.25% | 82 |
|
|
2020
Q4 | $329K | Buy |
+20,990
| New | +$329K | 0.28% | 74 |
|