Caldwell Trust’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63
|
|
||||
|
2022
Q4 | $11.1K | Hold |
63
|
|
||||
|
2022
Q3 | $11.5K | Hold |
63
|
|
||||
|
2022
Q2 | $11.3K | Hold |
63
|
|
||||
|
2022
Q1 | $12.4K | Hold |
63
|
|
||||
|
2021
Q4 | $10.5K | Sell |
63
-150
|
|
||||
|
2021
Q3 | $34.9K | Hold |
213
|
|
||||
|
2021
Q2 | $34.8K | Hold |
213
|
|
||||
|
2021
Q1 | $32.3K | Hold |
213
|
|
||||
|
2020
Q4 | $34.5K | Hold |
213
|
|
||||
|
2020
Q3 | $34.6K | Hold |
213
|
|
||||
|
2020
Q2 | $39.2K | Hold |
213
|
|
||||
|
2020
Q1 | $33.1K | Hold |
213
|
|
||||
|
2019
Q4 | $31K | Buy |
+213
|
|