Zeke Capital Advisors’s Janus Henderson JHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,240
| Closed | -$203K | – | 322 |
|
|
2021
Q2 | $203K | Buy |
+5,240
| New | +$203K | 0.01% | 296 |
|
|
2020
Q1 | – | Sell |
-30,203
| Closed | -$738K | – | 378 |
|
|
2019
Q4 | $738K | Sell |
30,203
-14,287
| -32% | -$349K | 0.06% | 285 |
|
|
2019
Q3 | $999K | Buy |
44,490
+15,525
| +54% | +$349K | 0.09% | 190 |
|
|
2019
Q2 | $620K | Hold |
28,965
| – | – | 0.06% | 304 |
|
|
2019
Q1 | $724K | Buy |
28,965
+11,951
| +70% | +$299K | 0.07% | 267 |
|
|
2018
Q4 | $353K | Buy |
17,014
+4,017
| +31% | +$83.3K | 0.03% | 405 |
|
|
2018
Q3 | $350K | Buy |
+12,997
| New | +$350K | 0.03% | 486 |
|