TrueWealth LLC’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $24K | Hold |
131
| – | – | 0.01% | 360 |
|
|
2020
Q1 | $20K | Sell |
131
-45
| -26% | -$6.87K | 0.01% | 354 |
|
|
2019
Q4 | $26K | Hold |
176
| – | – | 0.01% | 345 |
|
|
2019
Q3 | $26K | Hold |
176
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $24K | Hold |
176
| – | – | 0.01% | 349 |
|
|
2019
Q1 | $24K | Hold |
176
| – | – | 0.01% | 348 |
|
|
2018
Q4 | $22K | Buy |
176
+80
| +83% | +$10K | 0.01% | 348 |
|
|
2018
Q3 | $15K | Hold |
96
| – | – | 0.01% | 418 |
|
|
2018
Q2 | $13K | Hold |
96
| – | – | 0.01% | 441 |
|
|
2018
Q1 | $12K | Sell |
96
-325
| -77% | -$40.6K | 0.01% | 425 |
|
|
2017
Q4 | $49K | Buy |
+421
| New | +$49K | 0.02% | 288 |
|