Buckingham Strategic Wealth’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $358K | Sell |
5,388
-603
| -10% | -$40.1K | ﹤0.01% | 548 |
|
|
2024
Q1 | $391K | Buy |
5,991
+276
| +5% | +$18K | ﹤0.01% | 525 |
|
|
2023
Q4 | $329K | Buy |
5,715
+189
| +3% | +$10.9K | ﹤0.01% | 549 |
|
|
2023
Q3 | $294K | Sell |
5,526
-400
| -7% | -$21.3K | ﹤0.01% | 528 |
|
|
2023
Q2 | $404K | Buy |
5,926
+808
| +16% | +$55.1K | 0.01% | 473 |
|
|
2023
Q1 | $328K | Hold |
5,118
| – | – | 0.01% | 466 |
|
|
2022
Q4 | $328K | Sell |
5,118
-494
| -9% | -$31.6K | 0.01% | 468 |
|
|
2022
Q3 | $276K | Buy |
5,612
+222
| +4% | +$10.9K | 0.01% | 485 |
|
|
2022
Q2 | $258K | Buy |
5,390
+107
| +2% | +$5.12K | 0.01% | 495 |
|
|
2022
Q1 | $346K | Buy |
5,283
+834
| +19% | +$54.6K | 0.01% | 433 |
|
|
2021
Q4 | $362K | Sell |
4,449
-464
| -9% | -$37.8K | 0.01% | 429 |
|
|
2021
Q3 | $334K | Sell |
4,913
-1,586
| -24% | -$108K | 0.01% | 443 |
|
|
2021
Q2 | $446K | Hold |
6,499
| – | – | 0.01% | 386 |
|
|
2021
Q1 | $388K | Buy |
6,499
+13
| +0.2% | +$776 | 0.02% | 384 |
|
|
2020
Q4 | $302K | Sell |
6,486
-72
| -1% | -$3.35K | 0.02% | 416 |
|
|
2020
Q3 | $268K | Buy |
+6,558
| New | +$268K | 0.02% | 398 |
|
|
2020
Q1 | – | Sell |
-7,008
| Closed | -$285K | – | 490 |
|
|
2019
Q4 | $285K | Buy |
7,008
+7
| +0.1% | +$285 | 0.03% | 367 |
|
|
2019
Q3 | $307K | Sell |
7,001
-279
| -4% | -$12.2K | 0.03% | 322 |
|
|
2019
Q2 | $301K | Buy |
+7,280
| New | +$301K | 0.03% | 339 |
|