Burt Wealth Advisors JKI Holdings History

Number of Shares
27,722.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
0.48%
Total Estimate Gain
$2.93 Mil
% of Total Estimate Gain
79.59%

Burt Wealth Advisors's JKI Holding Summary

As of 2025-06-30, Burt Wealth Advisors held 27,722.00 shares of JKI(JKI), totaling $2.11 Mil. This investment constitutes 0.48% of their stock portfolio, and Burt Wealth Advisors now holds -% of the outstanding JKI(JKI) stock.

The initial trade took place in 2020Q1. And since then Burt Wealth Advisors has made 12 purchases of JKI, at an average price of $77.88, for a total of 47,218.00 shares. In addition, there have been 7 sales at an average price of $74.69 for 19,496.00 shares. Based on historical transaction data and JKI's current price of $185.71, Burt Wealth Advisors's estimated gain on his JKI holdings is $2.93 Mil, reflecting a 79.59% gain to date.

Burt Wealth Advisors JKI ($185.71) Holding Chart

Burt Wealth Advisors JKI ($185.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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