BWA
Burt Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9
| Closed | – | – | 404 |
|
|
2020
Q3 | $0 | Sell |
9
-120
| -93% | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $4K | Hold |
129
| – | – | ﹤0.01% | 304 |
|
|
2020
Q1 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 331 |
|
|
2019
Q2 | – | Sell |
-72
| Closed | -$3K | – | 357 |
|
|
2019
Q1 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 318 |
|
|
2018
Q2 | – | Sell |
-115
| Closed | -$4K | – | 379 |
|
|
2018
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 327 |
|
|
2017
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 316 |
|
|
2017
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 296 |
|
|
2017
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 344 |
|
|
2017
Q1 | $5K | Hold |
115
| – | – | ﹤0.01% | 298 |
|
|
2016
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 321 |
|
|
2016
Q3 | $5K | Buy |
+115
| New | +$5K | 0.01% | 313 |
|
|
2016
Q1 | – | Sell |
-214
| Closed | -$8K | – | 698 |
|
|
2015
Q4 | $8K | Buy |
+214
| New | +$8K | 0.01% | 307 |
|