YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-975
| Closed | -$131K | – | 428 |
|
|
2019
Q2 | $131K | Sell |
975
-3
| -0.3% | -$403 | 0.06% | 249 |
|
|
2019
Q1 | $136K | Buy |
978
+12
| +1% | +$1.67K | 0.06% | 230 |
|
|
2018
Q4 | $122K | Sell |
966
-93
| -9% | -$11.7K | 0.06% | 219 |
|
|
2018
Q3 | $168K | Sell |
1,059
-100
| -9% | -$15.9K | 0.08% | 191 |
|
|
2018
Q2 | $151K | Buy |
1,159
+9
| +0.8% | +$1.17K | 0.07% | 212 |
|
|
2018
Q1 | $138K | Buy |
1,150
+61
| +6% | +$7.32K | 0.06% | 228 |
|
|
2017
Q4 | $128K | Buy |
1,089
+23
| +2% | +$2.7K | 0.06% | 235 |
|
|
2017
Q3 | $110K | Sell |
1,066
-22
| -2% | -$2.27K | 0.06% | 254 |
|
|
2017
Q2 | $112K | Buy |
1,088
+45
| +4% | +$4.63K | 0.06% | 249 |
|
|
2017
Q1 | $102K | Buy |
1,043
+185
| +22% | +$18.1K | 0.05% | 257 |
|
|
2016
Q4 | $76K | Buy |
+858
| New | +$76K | 0.04% | 285 |
|