B. Riley Wealth Advisors’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,372
| Closed | -$95.5K | – | 1677 |
|
2023
Q1 | $95.5K | Sell |
10,372
-1,935
| -16% | -$17.8K | ﹤0.01% | 1390 |
|
2022
Q4 | $112K | Sell |
12,307
-2,341
| -16% | -$21.2K | ﹤0.01% | 1347 |
|
2022
Q3 | $132K | Sell |
14,648
-1,871
| -11% | -$16.9K | ﹤0.01% | 1297 |
|
2022
Q2 | $147K | Sell |
16,519
-7
| -0% | -$62 | 0.01% | 1088 |
|
2022
Q1 | $156K | Sell |
16,526
-546
| -3% | -$5.15K | 0.01% | 1248 |
|
2021
Q4 | $171K | Sell |
17,072
-55
| -0.3% | -$551 | ﹤0.01% | 1293 |
|
2021
Q3 | $170K | Buy |
17,127
+1
| +0% | +$10 | 0.01% | 1265 |
|
2021
Q2 | $171K | Buy |
17,126
+6,649
| +63% | +$66.4K | 0.01% | 1248 |
|
2021
Q1 | $105K | Buy |
+10,477
| New | +$105K | ﹤0.01% | 1294 |
|