CWS
JHB

Cypress Wealth Services’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History

Cypress Wealth Services’s Portfolio JHB Stock Details JHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-35,535
Closed -$333K – 244
2021
Q3 		$333K Buy
35,535
+86
+0.2% +$808 0.1% 157
2021
Q2 		$334K Sell
35,449
-4,078
-10% -$38.3K 0.09% 184
2021
Q1 		$370K Buy
39,527
+96
+0.2% +$894 0.08% 191
2020
Q4 		$363K Buy
+39,431
New +$359K 0.08% 182
2020
Q3 		– Sell
-36,713
Closed -$333K – 530
2020
Q2 		$328K Buy
36,713
+115
+0.3% +$1.01K 0.08% 190
2020
Q1 		$315K Buy
36,598
+825
+2% +$7.91K 0.09% 174
2019
Q4 		$358K Buy
35,773
+120
+0.3% +$1.2K 0.09% 172
2019
Q3 		$353K Buy
35,653
+68
+0.2% +$674 0.1% 169
2019
Q2 		$353K Buy
35,585
+69
+0.2% +$678 0.1% 169
2019
Q1 		$347K Buy
+35,516
New +$343K 0.11% 163

Cypress Wealth Services's JHB Position: Q4 2021 in Review

Cypress Wealth Services sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q4 2021, closing a stake of 35,535 shares — an estimated $333K sold.

Cypress Wealth Services first reported a position in JHB in Q1 2019 and held it in 10 quarters. The position peaked at $370K in Q1 2021. 0 funds tracked by Wall St. Rank hold JHB as of Q4 2021.

  • Cypress Wealth Services reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q4 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 35,535 Nuveen Corporate Income November 2021 Target Term Fund shares in Q4 2021, an estimated $333K.
  • Cypress Wealth Services first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q1 2019 and held it in 10 quarters.
  • Cypress Wealth Services's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $370K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q4 2021.

Based on Cypress Wealth Services's 13F filing for Q4 2021, filed 19 Jan 2022.