Gerber Kawasaki Wealth & Investment Management’s Nuveen Corporate Income November 2021 Target Term Fund JHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-23
| Closed | -$23K | – | 1254 |
|
|
2021
Q3 | $23K | Sell |
23
-136,678
| -100% | -$1.28M | ﹤0.01% | 478 |
|
|
2021
Q2 | $1.29M | Sell |
136,701
-90,385
| -40% | -$850K | 0.13% | 92 |
|
|
2021
Q1 | $2.13M | Sell |
227,086
-131,480
| -37% | -$1.22M | 0.26% | 65 |
|
|
2020
Q4 | $3.3M | Sell |
358,566
-41,600
| -10% | -$379K | 0.46% | 41 |
|
|
2020
Q3 | $3.58M | Sell |
400,166
-123,252
| -24% | -$1.12M | 0.76% | 29 |
|
|
2020
Q2 | $4.67M | Buy |
523,418
+14,683
| +3% | +$130K | 1.04% | 31 |
|
|
2020
Q1 | $4.38M | Buy |
508,735
+138,115
| +37% | +$1.32M | 1.24% | 29 |
|
|
2019
Q4 | $3.71M | Buy |
370,620
+92,015
| +33% | +$916K | 0.93% | 29 |
|
|
2019
Q3 | $2.75M | Buy |
278,605
+24,900
| +10% | +$247K | 0.79% | 31 |
|
|
2019
Q2 | $2.51M | Buy |
253,705
+42,520
| +20% | +$418K | 0.73% | 32 |
|
|
2019
Q1 | $2.06M | Buy |
211,185
+23,725
| +13% | +$229K | 0.61% | 39 |
|
|
2018
Q4 | $1.67M | Buy |
187,460
+41,750
| +29% | +$392K | 0.59% | 40 |
|
|
2018
Q3 | $1.39M | Buy |
145,710
+45,300
| +45% | +$435K | 0.38% | 43 |
|
|
2018
Q2 | $962K | Buy |
100,410
+30,185
| +43% | +$288K | 0.29% | 50 |
|
|
2018
Q1 | $679K | Buy |
70,225
+11,950
| +21% | +$116K | 0.22% | 58 |
|
|
2017
Q4 | $580K | Buy |
58,275
+4,500
| +8% | +$45K | 0.2% | 63 |
|
|
2017
Q3 | $542K | Buy |
53,775
+2,500
| +5% | +$25.2K | 0.2% | 68 |
|
|
2017
Q2 | $523K | Sell |
51,275
-510
| -1% | -$5.16K | 0.2% | 75 |
|
|
2017
Q1 | $518K | Buy |
+51,785
| New | +$519K | 0.22% | 72 |
|
Gerber Kawasaki Wealth & Investment Management's JHB Position: Q4 2021 in Review
Gerber Kawasaki Wealth & Investment Management sold out of Nuveen Corporate Income November 2021 Target Term Fund (JHB) in Q4 2021, closing a stake of 23 shares — an estimated $23K sold.
Gerber Kawasaki Wealth & Investment Management first reported a position in JHB in Q1 2017 and held it in 19 quarters. The position peaked at $4.67M in Q2 2020. 0 funds tracked by Wall St. Rank hold JHB as of Q4 2021.
- Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen Corporate Income November 2021 Target Term Fund position as of Q4 2021 after selling out during the quarter.
- Gerber Kawasaki Wealth & Investment Management sold 23 Nuveen Corporate Income November 2021 Target Term Fund shares in Q4 2021, an estimated $23K.
- Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen Corporate Income November 2021 Target Term Fund in Q1 2017 and held it in 19 quarters.
- Gerber Kawasaki Wealth & Investment Management's Nuveen Corporate Income November 2021 Target Term Fund position peaked at $4.67M in Q2 2020.
- 0 funds tracked by Wall St. Rank held Nuveen Corporate Income November 2021 Target Term Fund as of Q4 2021.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.