BerganKDV Wealth Management’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $28.4K | Hold |
170
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $25.6K | Hold |
170
| – | – | ﹤0.01% | 488 |
|
|
2022
Q4 | $29.8K | Hold |
170
| – | – | ﹤0.01% | 447 |
|
|
2022
Q3 | $31K | Sell |
170
-9
| -5% | -$1.64K | ﹤0.01% | 426 |
|
|
2022
Q2 | $32K | Hold |
179
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $35K | Sell |
179
-12
| -6% | -$2.35K | ﹤0.01% | 437 |
|
|
2021
Q4 | $32K | Sell |
191
-3
| -2% | -$503 | ﹤0.01% | 482 |
|
|
2021
Q3 | $32K | Hold |
194
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $32K | Hold |
194
| – | – | ﹤0.01% | 451 |
|
|
2021
Q1 | $29K | Hold |
194
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $31K | Buy |
194
+9
| +5% | +$1.44K | ﹤0.01% | 409 |
|
|
2020
Q3 | $30K | Buy |
185
+2
| +1% | +$324 | ﹤0.01% | 387 |
|
|
2020
Q2 | $34K | Buy |
183
+146
| +395% | +$27.1K | 0.01% | 392 |
|
|
2020
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 558 |
|
|
2019
Q4 | $5K | Buy |
37
+9
| +32% | +$1.22K | ﹤0.01% | 620 |
|
|
2019
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 587 |
|
|
2019
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 611 |
|
|
2019
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 613 |
|
|
2018
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 565 |
|
|
2018
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 542 |
|
|
2018
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 573 |
|