LWP
Lumature Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $57.9K | Sell |
346
-4
| -1% | -$669 | 0.03% | 215 |
|
2023
Q1 | $52.8K | Sell |
350
-37
| -10% | -$5.58K | 0.03% | 215 |
|
2022
Q4 | $67.9K | Sell |
387
-75
| -16% | -$13.2K | 0.04% | 204 |
|
2022
Q3 | $84K | Sell |
462
-23
| -5% | -$4.18K | 0.05% | 199 |
|
2022
Q2 | $87K | Sell |
485
-207
| -30% | -$37.1K | 0.04% | 209 |
|
2022
Q1 | $136K | Buy |
692
+294
| +74% | +$57.8K | 0.05% | 196 |
|
2021
Q4 | $66K | Buy |
398
+2
| +0.5% | +$332 | 0.03% | 212 |
|
2021
Q3 | $65K | Buy |
396
+22
| +6% | +$3.61K | 0.03% | 215 |
|
2021
Q2 | $61K | Hold |
374
| – | – | 0.03% | 222 |
|
2021
Q1 | $57K | Buy |
+374
| New | +$57K | 0.03% | 223 |
|