BRWM
JHD

B. Riley Wealth Management’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History

B. Riley Wealth Management’s Portfolio JHD Stock Details JHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-69,138
Closed -$682K – 450
2019
Q3 		$682K Buy
69,138
+10
+0% +$99 0.12% 169
2019
Q2 		$682 Sell
69,128
-2,615
-4% -$25.9K 0.1% 174
2019
Q1 		$710K Buy
71,743
+444
+0.6% +$4.4K 0.12% 168
2018
Q4 		$703K Buy
71,299
+2,553
+4% +$25.2K 0.15% 149
2018
Q3 		$678K Buy
+68,746
New +$677K 0.17% 123

Other funds holding JHD

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return