Berman Capital Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $141K | Buy |
2,096
+874
| +72% | +$58.8K | 0.02% | 348 |
|
|
2021
Q2 | $83K | Buy |
1,222
+230
| +23% | +$15.6K | 0.01% | 430 |
|
|
2021
Q1 | $58K | Buy |
992
+182
| +22% | +$10.6K | 0.01% | 430 |
|
|
2020
Q4 | $37K | Buy |
810
+602
| +289% | +$27.5K | 0.01% | 489 |
|
|
2020
Q3 | $8K | Sell |
208
-13
| -6% | -$500 | ﹤0.01% | 873 |
|
|
2020
Q2 | $7K | Sell |
221
-854
| -79% | -$27.1K | ﹤0.01% | 882 |
|
|
2020
Q1 | $28K | Sell |
1,075
-26
| -2% | -$677 | 0.01% | 411 |
|
|
2019
Q4 | $44K | Buy |
1,101
+92
| +9% | +$3.68K | 0.01% | 343 |
|
|
2019
Q3 | $44K | Buy |
1,009
+1
| +0.1% | +$44 | 0.01% | 329 |
|
|
2019
Q2 | $41K | Buy |
1,008
+240
| +31% | +$9.76K | 0.01% | 340 |
|
|
2019
Q1 | $28K | Buy |
768
+192
| +33% | +$7K | 0.01% | 381 |
|
|
2018
Q4 | $16K | Buy |
+576
| New | +$16K | 0.01% | 426 |
|