Wealthspire Advisors (Maryland)’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-324
| Closed | -$45K | – | 1266 |
|
|
2019
Q1 | $45K | Buy |
324
+43
| +15% | +$5.97K | ﹤0.01% | 932 |
|
|
2018
Q4 | $36K | Sell |
281
-29
| -9% | -$3.72K | ﹤0.01% | 985 |
|
|
2018
Q3 | $50K | Sell |
310
-72
| -19% | -$11.6K | ﹤0.01% | 968 |
|
|
2018
Q2 | $50K | Buy |
382
+136
| +55% | +$17.8K | ﹤0.01% | 978 |
|
|
2018
Q1 | $30K | Hold |
246
| – | – | ﹤0.01% | 1165 |
|
|
2017
Q4 | $29K | Buy |
246
+6
| +3% | +$707 | ﹤0.01% | 1209 |
|
|
2017
Q3 | $25K | Sell |
240
-29
| -11% | -$3.02K | ﹤0.01% | 1219 |
|
|
2017
Q2 | $28K | Buy |
269
+72
| +37% | +$7.49K | ﹤0.01% | 1148 |
|
|
2017
Q1 | $18K | Sell |
197
-4
| -2% | -$365 | ﹤0.01% | 1121 |
|
|
2016
Q4 | $18K | Buy |
201
+16
| +9% | +$1.43K | ﹤0.01% | 1049 |
|
|
2016
Q3 | $16K | Sell |
185
-35
| -16% | -$3.03K | ﹤0.01% | 1120 |
|
|
2016
Q2 | $19K | Hold |
220
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q1 | $19K | Sell |
220
-75
| -25% | -$6.48K | ﹤0.01% | 987 |
|
|
2015
Q4 | $23K | Buy |
+295
| New | +$23K | ﹤0.01% | 925 |
|