One Wealth 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
Q3 | – | Sell |
-1,714
| Closed | -$287K | – | 209 |
|
|
2023
Q2 | $287K | Sell |
1,714
-56
| -3% | -$9.37K | 0.06% | 148 |
|
|
2023
Q1 | $267K | Buy |
1,770
+589
| +50% | +$88.8K | 0.06% | 158 |
|
|
2022
Q4 | $207K | Sell |
1,181
-210
| -15% | -$36.9K | 0.05% | 182 |
|
|
2022
Q3 | $254K | Buy |
+1,391
| New | +$254K | 0.08% | 138 |
|
|
2019
Q2 | – | Sell |
-62
| Closed | -$9K | – | 307 |
|
|
2019
Q1 | $9K | Buy |
+62
| New | +$9K | 0.01% | 325 |
|
|
2018
Q4 | – | Sell |
-208
| Closed | -$33K | – | 292 |
|
|
2018
Q3 | $33K | Hold |
208
| – | – | 0.03% | 287 |
|
|
2018
Q2 | $27K | Sell |
208
-5
| -2% | -$649 | 0.02% | 291 |
|
|
2018
Q1 | $26K | Sell |
213
-13
| -6% | -$1.59K | 0.02% | 285 |
|
|
2017
Q4 | $26K | Buy |
+226
| New | +$26K | 0.02% | 313 |
|