CWA
Clarus Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,850
| Closed | -$118K | – | 365 |
|
|
2019
Q2 | $118K | Sell |
2,850
-330
| -10% | -$13.7K | 0.09% | 171 |
|
|
2019
Q1 | $117K | Hold |
3,180
| – | – | 0.09% | 167 |
|
|
2018
Q4 | $94K | Sell |
3,180
-3,230
| -50% | -$95.5K | 0.15% | 176 |
|
|
2018
Q3 | $224K | Buy |
6,410
+413
| +7% | +$14.4K | 0.15% | 108 |
|
|
2018
Q2 | $211K | Hold |
5,997
| – | – | 0.16% | 103 |
|
|
2018
Q1 | $211K | Buy |
5,997
+324
| +6% | +$11.4K | 0.19% | 103 |
|
|
2017
Q4 | $216K | Buy |
+5,673
| New | +$216K | 0.21% | 92 |
|