Wealth Dimensions Group’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Wealth Dimensions Group’s Portfolio NUO Stock Details NUO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$25.8K	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	+$323K	0.28%	74

Other funds holding NUO

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wealth Dimensions Group's NUO Position: Q2 2023 in Review

Wealth Dimensions Group sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q2 2023, closing a stake of 18,990 shares — an estimated $241K sold.

Wealth Dimensions Group first reported a position in NUO in Q4 2020 and held it in 10 quarters. The position peaked at $344K in Q2 2021. 1 fund tracked by Wall St. Rank holds NUO as of Q2 2023.

Wealth Dimensions Group reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Wealth Dimensions Group sold 18,990 Nuveen Ohio Quality Municipal Income Fund shares in Q2 2023, an estimated $241K.
Wealth Dimensions Group first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2020 and held it in 10 quarters.
Wealth Dimensions Group's Nuveen Ohio Quality Municipal Income Fund position peaked at $344K in Q2 2021.
1 fund tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q2 2023.

Based on Wealth Dimensions Group's 13F filing for Q2 2023, filed 14 Aug 2023.