Buckley Wealth Management’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-20,792
| Closed | -$616K | – | 149 |
|
2018
Q4 | $616K | Buy |
20,792
+171
| +0.8% | +$5.07K | 0.32% | 59 |
|
2018
Q3 | $722K | Buy |
20,621
+778
| +4% | +$27.2K | 0.32% | 60 |
|
2018
Q2 | $664K | Buy |
19,843
+810
| +4% | +$27.1K | 0.31% | 68 |
|
2018
Q1 | $671K | Buy |
19,033
+2,110
| +12% | +$74.4K | 0.33% | 69 |
|
2017
Q4 | $645K | Buy |
+16,923
| New | +$645K | 0.32% | 75 |
|