OAM
Optimal Asset Management’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.3M | Buy |
20,095
+53
| +0.3% | +$8.7K | 0.41% | 86 |
|
|
2021
Q2 | $3.28M | Hold |
20,042
| – | – | 0.39% | 89 |
|
|
2021
Q1 | $3.04M | Sell |
20,042
-5,600
| -22% | -$850K | 0.39% | 83 |
|
|
2020
Q4 | $4.15M | Hold |
25,642
| – | – | 0.59% | 31 |
|
|
2020
Q3 | $4.17M | Sell |
25,642
-3,660
| -12% | -$595K | 0.6% | 37 |
|
|
2020
Q2 | $5.39M | Sell |
29,302
-15,770
| -35% | -$2.9M | 0.87% | 11 |
|
|
2020
Q1 | $7K | Buy |
45,072
+30,582
| +211% | +$4.75K | 0.66% | 22 |
|
|
2019
Q4 | $2.11M | Buy |
+14,490
| New | +$2.11M | 0.32% | 111 |
|