WMG Financial Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,050	Closed	-$111K	–	179
2024 Q4	$111K	Sell	11,050 -7,600	-41%	-$76.2K	0.05%	168
2024 Q3	$209K	Buy	18,650 +1,000	+6%	+$11.2K	0.09%	159
2024 Q2	$191K	Buy	+17,650	New	+$191K	0.1%	146