Buckingham Strategic Wealth’s Janus Henderson JHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $305K | Buy |
9,042
+179
| +2% | +$6.03K | ﹤0.01% | 596 |
|
|
2024
Q1 | $292K | Buy |
8,863
+749
| +9% | +$24.6K | ﹤0.01% | 599 |
|
|
2023
Q4 | $245K | Sell |
8,114
-1
| -0% | -$30 | ﹤0.01% | 631 |
|
|
2023
Q3 | $210K | Hold |
8,115
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $221K | Buy |
+8,115
| New | +$221K | ﹤0.01% | 608 |
|
|
2022
Q2 | – | Sell |
-7,427
| Closed | -$260K | – | 628 |
|
|
2022
Q1 | $260K | Sell |
7,427
-691
| -9% | -$24.2K | 0.01% | 507 |
|
|
2021
Q4 | $340K | Hold |
8,118
| – | – | 0.01% | 449 |
|
|
2021
Q3 | $336K | Hold |
8,118
| – | – | 0.01% | 442 |
|
|
2021
Q2 | $315K | Buy |
8,118
+8
| +0.1% | +$310 | 0.01% | 455 |
|
|
2021
Q1 | $253K | Buy |
8,110
+770
| +10% | +$24K | 0.01% | 468 |
|
|
2020
Q4 | $239K | Buy |
+7,340
| New | +$239K | 0.01% | 466 |
|