Herold Advisors’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
Q1 | – | Sell |
-8,120
| Closed | -$1.43M | – | 235 |
|
|
2022
Q4 | $1.43M | Hold |
8,120
| – | – | 0.6% | 52 |
|
|
2022
Q3 | $1.48M | Hold |
8,120
| – | – | 0.71% | 48 |
|
|
2022
Q2 | $1.46M | Hold |
8,120
| – | – | 0.65% | 48 |
|
|
2022
Q1 | $1.6M | Hold |
8,120
| – | – | 0.57% | 51 |
|
|
2021
Q4 | $1.36M | Hold |
8,120
| – | – | 0.53% | 68 |
|
|
2021
Q3 | $1.33M | Buy |
+8,120
| New | +$1.33M | 0.52% | 63 |
|