Mount Yale Investment 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
Q2 | – | Sell |
-2,239
| Closed | -$337K | – | 493 |
|
|
2023
Q1 | $337K | Sell |
2,239
-29
| -1% | -$4.37K | 0.04% | 356 |
|
|
2022
Q4 | $398K | Sell |
2,268
-38
| -2% | -$6.67K | 0.05% | 303 |
|
|
2022
Q3 | $420K | Sell |
2,306
-546
| -19% | -$99.4K | 0.06% | 291 |
|
|
2022
Q2 | $513K | Sell |
2,852
-421
| -13% | -$75.7K | 0.06% | 287 |
|
|
2022
Q1 | $645K | Buy |
3,273
+76
| +2% | +$15K | 0.07% | 268 |
|
|
2021
Q4 | $534K | Sell |
3,197
-57
| -2% | -$9.52K | 0.06% | 283 |
|
|
2021
Q3 | $534K | Sell |
3,254
-280
| -8% | -$46K | 0.06% | 272 |
|
|
2021
Q2 | $578K | Buy |
3,534
+215
| +6% | +$35.2K | 0.07% | 251 |
|
|
2021
Q1 | $504K | Buy |
3,319
+87
| +3% | +$13.2K | 0.07% | 263 |
|
|
2020
Q4 | $524K | Sell |
3,232
-53
| -2% | -$8.59K | 0.07% | 249 |
|
|
2020
Q3 | $534K | Buy |
3,285
+335
| +11% | +$54.5K | 0.08% | 238 |
|
|
2020
Q2 | $543K | Sell |
2,950
-526
| -15% | -$96.8K | 0.1% | 218 |
|
|
2020
Q1 | $540K | Buy |
3,476
+534
| +18% | +$83K | 0.12% | 159 |
|
|
2019
Q4 | $440K | Sell |
2,942
-2,987
| -50% | -$447K | 0.08% | 227 |
|
|
2019
Q3 | $873K | Buy |
5,929
+90
| +2% | +$13.3K | 0.16% | 124 |
|
|
2019
Q2 | $800K | Buy |
5,839
+2,550
| +78% | +$349K | 0.15% | 122 |
|
|
2019
Q1 | $456K | Hold |
3,289
| – | – | 0.09% | 194 |
|
|
2018
Q4 | $432K | Sell |
3,289
-143
| -4% | -$18.8K | 0.09% | 208 |
|
|
2018
Q3 | $503K | Sell |
3,432
-519
| -13% | -$76.1K | 0.09% | 172 |
|
|
2018
Q2 | $515K | Buy |
3,951
+50
| +1% | +$6.52K | 0.1% | 167 |
|
|
2018
Q1 | $472K | Buy |
+3,901
| New | +$472K | 0.1% | 181 |
|