Choate Investment 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,281
| Closed | -$228K | – | 417 |
|
2023
Q3 | $228K | Buy |
+4,281
| New | +$228K | 0.01% | 333 |
|
2016
Q1 | – | Sell |
-11,558
| Closed | -$585K | – | 269 |
|
2015
Q4 | $585K | Buy |
+11,558
| New | +$585K | 0.04% | 155 |
|
2015
Q1 | – | Sell |
-11,558
| Closed | -$585K | – | 269 |
|
2014
Q4 | $585K | Buy |
+11,558
| New | +$585K | 0.03% | 156 |
|