DWA
Dougherty Wealth Advisers’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-425
| Closed | -$69K | – | 138 |
|
|
2020
Q4 | $69K | Hold |
425
| – | – | 0.11% | 80 |
|
|
2020
Q3 | $69K | Hold |
425
| – | – | 0.24% | 75 |
|
|
2020
Q2 | $78K | Hold |
425
| – | – | 0.29% | 69 |
|
|
2020
Q1 | $66K | Hold |
425
| – | – | 0.26% | 72 |
|
|
2019
Q4 | $62K | Hold |
425
| – | – | 0.19% | 94 |
|
|
2019
Q3 | $62K | Hold |
425
| – | – | 0.2% | 87 |
|
|
2019
Q2 | $57K | Hold |
425
| – | – | 0.16% | 102 |
|
|
2019
Q1 | $59K | Hold |
425
| – | – | 0.2% | 91 |
|
|
2018
Q4 | $56K | Buy |
+425
| New | +$56K | 0.18% | 96 |
|