SWS
SYSTM Wealth Solutions’s Jack Henry & Associates JKHY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-637
| Closed | -$111K | – | 819 |
|
2024
Q1 | $111K | Hold |
637
| – | – | 0.01% | 466 |
|
2023
Q4 | $104K | Buy |
+637
| New | +$104K | 0.01% | 453 |
|
2023
Q2 | – | Sell |
-1,475
| Closed | -$222K | – | 506 |
|
2023
Q1 | $222K | Sell |
1,475
-12,415
| -89% | -$1.87M | 0.03% | 429 |
|
2022
Q4 | $2.44M | Buy |
+13,890
| New | +$2.44M | 0.3% | 89 |
|