Atlas Wealth’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Atlas Wealth’s Portfolio JHAA Stock Details JHAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-38,375	Closed	-$366K	–	144
2023 Q3	$366K	Hold	38,375	–	–	0.07%	131
2023 Q2	$360K	Buy	38,375 +15,233	+66%	+$141K	0.07%	136
2023 Q1	$213K	Hold	23,142	–	–	0.04%	173
2022 Q4	$210K	Buy	+23,142	New	+$210K	0.06%	115

Atlas Wealth's JHAA Position: Q4 2023 in Review

Atlas Wealth sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q4 2023, closing a stake of 38,375 shares — an estimated $366K sold.

Atlas Wealth first reported a position in JHAA in Q4 2022 and held it in 4 quarters. The position peaked at $366K in Q3 2023. 0 funds tracked by Wall St. Rank hold JHAA as of Q4 2023.

Atlas Wealth reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q4 2023 after selling out during the quarter.
Atlas Wealth sold 38,375 Nuveen Corporate Income 2023 Target Term Fund shares in Q4 2023, an estimated $366K.
Atlas Wealth first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q4 2022 and held it in 4 quarters.
Atlas Wealth's Nuveen Corporate Income 2023 Target Term Fund position peaked at $366K in Q3 2023.
0 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q4 2023.

Based on Atlas Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.