JCIA
Jackson Creek Investment Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,407
| Closed | -$1.08M | – | 298 |
|
|
2023
Q2 | $1.08M | Buy |
27,407
+1,907
| +7% | +$74.9K | 0.43% | 61 |
|
|
2023
Q1 | $815K | Buy |
+25,500
| New | +$815K | 0.34% | 156 |
|
|
2021
Q4 | – | Sell |
-20,779
| Closed | -$1.02M | – | 305 |
|
|
2021
Q3 | $1.02M | Buy |
20,779
+192
| +0.9% | +$9.4K | 0.38% | 140 |
|
|
2021
Q2 | $1.05M | Sell |
20,587
-2,851
| -12% | -$145K | 0.39% | 123 |
|
|
2021
Q1 | $1.22M | Sell |
23,438
-695
| -3% | -$36.3K | 0.42% | 78 |
|
|
2020
Q4 | $1.22M | Sell |
24,133
-44
| -0.2% | -$2.22K | 0.48% | 39 |
|
|
2020
Q3 | $943K | Buy |
+24,177
| New | +$943K | 0.43% | 61 |
|