EHWM
Eads & Heald Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,785
| Closed | -$303K | – | 134 |
|
|
2016
Q1 | $303K | Sell |
7,785
-1,575
| -17% | -$61.3K | 0.21% | 116 |
|
|
2015
Q4 | $370K | Sell |
9,360
-365
| -4% | -$14.4K | 0.26% | 115 |
|
|
2015
Q3 | $402K | Buy |
9,725
+3,165
| +48% | +$131K | 0.29% | 112 |
|
|
2015
Q2 | $325K | Buy |
+6,560
| New | +$325K | 0.21% | 118 |
|