EWA
Encompass Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,201
| Closed | -$997K | – | 242 |
|
|
2022
Q1 | $997K | Buy |
15,201
+10,010
| +193% | +$657K | 0.25% | 68 |
|
|
2021
Q4 | $422K | Hold |
5,191
| – | – | 0.1% | 148 |
|
|
2021
Q3 | $353K | Hold |
5,191
| – | – | 0.09% | 156 |
|
|
2021
Q2 | $356K | Hold |
5,191
| – | – | 0.09% | 167 |
|
|
2021
Q1 | $330K | Buy |
5,191
+191
| +4% | +$12.1K | 0.08% | 171 |
|
|
2020
Q4 | $233K | Buy |
+5,000
| New | +$233K | 0.13% | 97 |
|