Cypress Wealth Services’s Nuveen Credit Opportunities 2022 Target Term Fund JCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,418
| Closed | -$227K | – | 263 |
|
|
2022
Q1 | $227K | Buy |
28,418
+112
| +0.4% | +$895 | 0.06% | 215 |
|
|
2021
Q4 | $229K | Buy |
28,306
+220
| +0.8% | +$1.78K | 0.06% | 207 |
|
|
2021
Q3 | $230K | Buy |
28,086
+159
| +0.6% | +$1.3K | 0.07% | 199 |
|
|
2021
Q2 | $232K | Buy |
27,927
+211
| +0.8% | +$1.75K | 0.06% | 234 |
|
|
2021
Q1 | $233K | Buy |
27,716
+143
| +0.5% | +$1.2K | 0.05% | 254 |
|
|
2020
Q4 | $222K | Buy |
+27,573
| New | +$222K | 0.05% | 260 |
|
|
2020
Q3 | – | Sell |
-27,500
| Closed | -$234K | – | 276 |
|
|
2020
Q2 | $234K | Buy |
27,500
+2,500
| +10% | +$21.3K | 0.06% | 231 |
|
|
2020
Q1 | $200K | Hold |
25,000
| – | – | 0.06% | 228 |
|
|
2019
Q4 | $251K | Hold |
25,000
| – | – | 0.06% | 212 |
|
|
2019
Q3 | $247K | Hold |
25,000
| – | – | 0.07% | 206 |
|
|
2019
Q2 | $239K | Hold |
25,000
| – | – | 0.07% | 220 |
|
|
2019
Q1 | $241K | Buy |
+25,000
| New | +$241K | 0.08% | 212 |
|