Avantax Planning Partners’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $292K | Hold |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $342K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $45K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $101K | Sell |
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|
2017
Q4 | $201K | Sell |
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|
2017
Q3 | $321K | Sell |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $413K | Buy |
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|
2016
Q4 | $327K | Buy |
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