GKWIM
JHY
Gerber Kawasaki Wealth & Investment Management’s Nuveen High Income 2020 Target Term Fund Common Shares of Beneficial Interest JHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-177,078
| Closed | -$1.67M | – | 183 |
|
|
2020
Q3 | $1.67M | Sell |
177,078
-93,399
| -35% | -$883K | 0.36% | 50 |
|
|
2020
Q2 | $2.52M | Buy |
270,477
+45,507
| +20% | +$424K | 0.56% | 40 |
|
|
2020
Q1 | $1.98M | Buy |
224,970
+176,276
| +362% | +$1.55M | 0.56% | 43 |
|
|
2019
Q4 | $475K | Sell |
48,694
-300
| -0.6% | -$2.93K | 0.12% | 81 |
|
|
2019
Q3 | $486K | Buy |
48,994
+1,960
| +4% | +$19.4K | 0.14% | 78 |
|
|
2019
Q2 | $463K | Sell |
47,034
-1,000
| -2% | -$9.84K | 0.13% | 74 |
|
|
2019
Q1 | $476K | Buy |
48,034
+3,604
| +8% | +$35.7K | 0.14% | 72 |
|
|
2018
Q4 | $440K | Buy |
44,430
+9,385
| +27% | +$92.9K | 0.15% | 63 |
|
|
2018
Q3 | $340K | Buy |
35,045
+600
| +2% | +$5.82K | 0.09% | 84 |
|
|
2018
Q2 | $343K | Buy |
34,445
+2,753
| +9% | +$27.4K | 0.1% | 72 |
|
|
2018
Q1 | $310K | Buy |
31,692
+10,092
| +47% | +$98.7K | 0.1% | 83 |
|
|
2017
Q4 | $214K | Buy |
21,600
+200
| +0.9% | +$1.98K | 0.07% | 102 |
|
|
2017
Q3 | $216K | Buy |
21,400
+9,000
| +73% | +$90.8K | 0.08% | 98 |
|
|
2017
Q2 | $125K | Buy |
+12,400
| New | +$125K | 0.05% | 113 |
|