Gerber Kawasaki Wealth & Investment Management’s Nuveen High Income December 2019 Target Term Fund JHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-168,103
| Closed | -$1.66M | – | 136 |
|
|
2019
Q3 | $1.66M | Sell |
168,103
-42,490
| -20% | -$419K | 0.48% | 46 |
|
|
2019
Q2 | $2.08M | Sell |
210,593
-44,531
| -17% | -$439K | 0.6% | 40 |
|
|
2019
Q1 | $2.52M | Buy |
255,124
+8,483
| +3% | +$83.9K | 0.75% | 35 |
|
|
2018
Q4 | $2.43M | Buy |
246,641
+30,411
| +14% | +$300K | 0.85% | 33 |
|
|
2018
Q3 | $2.13M | Buy |
216,230
+5,535
| +3% | +$54.5K | 0.58% | 36 |
|
|
2018
Q2 | $2.07M | Buy |
210,695
+36,255
| +21% | +$357K | 0.62% | 38 |
|
|
2018
Q1 | $1.72M | Buy |
174,440
+59,905
| +52% | +$590K | 0.55% | 42 |
|
|
2017
Q4 | $1.15M | Buy |
114,535
+8,200
| +8% | +$82.1K | 0.4% | 52 |
|
|
2017
Q3 | $1.08M | Buy |
106,335
+21,680
| +26% | +$220K | 0.39% | 51 |
|
|
2017
Q2 | $866K | Buy |
84,655
+30,800
| +57% | +$315K | 0.33% | 61 |
|
|
2017
Q1 | $549K | Buy |
53,855
+31,105
| +137% | +$317K | 0.24% | 69 |
|
|
2016
Q4 | $229K | Buy |
+22,750
| New | +$229K | 0.12% | 91 |
|