WealthPLAN Partners’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 |
-19
| Closed | -$3.18K | – | 734 |
|
|
2023
Q2 | $3.18K | Buy |
+19
| New | +$3.18K | ﹤0.01% | 988 |
|
|
2017
Q2 | – | Sell |
-109
| Closed | -$10.1K | – | 313 |
|
|
2017
Q1 | $10.1K | Buy |
+109
| New | +$10.1K | 0.04% | 269 |
|
|
2016
Q3 | $9.15K | Sell |
109
-905
| -89% | -$76K | ﹤0.01% | 615 |
|
|
2016
Q2 | $79K | Buy |
+1,014
| New | +$79K | 0.01% | 703 |
|
|
2015
Q4 | $62.1K | Buy |
+796
| New | +$62.1K | 0.01% | 560 |
|
|
2015
Q2 | – | Sell |
-796
| Closed | -$56K | – | 477 |
|
|
2015
Q1 | $56K | Buy |
+796
| New | +$56K | 0.03% | 227 |
|