DWM

Defined Wealth Management’s Johnson Controls International JCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Buy	+2,314	New	+$244K	0.15%	104
2021 Q1	–	Sell	-2,196	Closed	-$102K	–	147
2020 Q4	$102K	Buy	+2,196	New	+$102K	0.1%	108