Wealthspire Advisors (Maryland)’s Jack Henry & Associates JKHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-324	Closed	-$45K	–	1267
2019 Q1	$45K	Buy	324 +43	+15%	+$5.69K	﹤0.01%	932
2018 Q4	$36K	Sell	281 -29	-9%	-$4.12K	﹤0.01%	986
2018 Q3	$50K	Sell	310 -72	-19%	-$10.6K	﹤0.01%	970
2018 Q2	$50K	Buy	382 +136	+55%	+$16.9K	﹤0.01%	979
2018 Q1	$30K	Hold	246	–	–	﹤0.01%	1165
2017 Q4	$29K	Buy	246 +6	+3%	+$670	﹤0.01%	1209
2017 Q3	$25K	Sell	240 -29	-11%	-$3K	﹤0.01%	1219
2017 Q2	$28K	Buy	269 +72	+37%	+$7.18K	﹤0.01%	1148
2017 Q1	$18K	Sell	197 -4	-2%	-$369	﹤0.01%	1121
2016 Q4	$18K	Buy	201 +16	+9%	+$1.37K	﹤0.01%	1049
2016 Q3	$16K	Sell	185 -35	-16%	-$3.07K	﹤0.01%	1120
2016 Q2	$19K	Hold	220	–	–	﹤0.01%	1006
2016 Q1	$19K	Sell	220 -75	-25%	-$6.02K	﹤0.01%	987
2015 Q4	$23K	Buy	+295	New	+$22.7K	﹤0.01%	925