Gerber Kawasaki Wealth & Investment Management’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-256,547
| Closed | -$2.53M | – | 128 |
|
|
2018
Q3 | $2.53M | Sell |
256,547
-57,157
| -18% | -$563K | 0.69% | 32 |
|
|
2018
Q2 | $3.09M | Sell |
313,704
-14,687
| -4% | -$144K | 0.92% | 29 |
|
|
2018
Q1 | $3.21M | Buy |
328,391
+25,383
| +8% | +$248K | 1.04% | 30 |
|
|
2017
Q4 | $3M | Buy |
303,008
+62,136
| +26% | +$616K | 1.04% | 32 |
|
|
2017
Q3 | $2.41M | Buy |
240,872
+59,793
| +33% | +$599K | 0.88% | 33 |
|
|
2017
Q2 | $1.82M | Buy |
181,079
+85,175
| +89% | +$856K | 0.69% | 36 |
|
|
2017
Q1 | $967K | Buy |
+95,904
| New | +$967K | 0.42% | 50 |
|