Cypress Wealth Services’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,000
| Closed | -$239K | – | 258 |
|
|
2023
Q3 | $239K | Hold |
25,000
| – | – | 0.07% | 206 |
|
|
2023
Q2 | $234K | Hold |
25,000
| – | – | 0.06% | 209 |
|
|
2023
Q1 | $230K | Hold |
25,000
| – | – | 0.07% | 216 |
|
|
2022
Q4 | $227K | Hold |
25,000
| – | – | 0.07% | 211 |
|
|
2022
Q3 | $226K | Hold |
25,000
| – | – | 0.08% | 200 |
|
|
2022
Q2 | $222K | Hold |
25,000
| – | – | 0.07% | 204 |
|
|
2022
Q1 | $236K | Hold |
25,000
| – | – | 0.06% | 209 |
|
|
2021
Q4 | $250K | Hold |
25,000
| – | – | 0.07% | 197 |
|
|
2021
Q3 | $247K | Hold |
25,000
| – | – | 0.07% | 189 |
|
|
2021
Q2 | $249K | Hold |
25,000
| – | – | 0.07% | 220 |
|
|
2021
Q1 | $249K | Hold |
25,000
| – | – | 0.05% | 243 |
|
|
2020
Q4 | $240K | Buy |
+25,000
| New | +$238K | 0.05% | 243 |
|
|
2020
Q3 | – | Sell |
-25,000
| Closed | -$234K | – | 519 |
|
|
2020
Q2 | $232K | Hold |
25,000
| – | – | 0.06% | 233 |
|
|
2020
Q1 | $207K | Sell |
25,000
-2,500
| -9% | -$25.2K | 0.06% | 223 |
|
|
2019
Q4 | $298K | Hold |
27,500
| – | – | 0.08% | 192 |
|
|
2019
Q3 | $284K | Hold |
27,500
| – | – | 0.08% | 195 |
|
|
2019
Q2 | $281K | Hold |
27,500
| – | – | 0.08% | 200 |
|
|
2019
Q1 | $281K | Buy |
+27,500
| New | +$284K | 0.09% | 186 |
|
Cypress Wealth Services's JHAA Position: Q4 2023 in Review
Cypress Wealth Services sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q4 2023, closing a stake of 25,000 shares — an estimated $239K sold.
Cypress Wealth Services first reported a position in JHAA in Q1 2019 and held it in 18 quarters. The position peaked at $298K in Q4 2019. 0 funds tracked by Wall St. Rank hold JHAA as of Q4 2023.
- Cypress Wealth Services reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q4 2023 after selling out during the quarter.
- Cypress Wealth Services sold 25,000 Nuveen Corporate Income 2023 Target Term Fund shares in Q4 2023, an estimated $239K.
- Cypress Wealth Services first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q1 2019 and held it in 18 quarters.
- Cypress Wealth Services's Nuveen Corporate Income 2023 Target Term Fund position peaked at $298K in Q4 2019.
- 0 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q4 2023.
Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.