EWM
Evermay 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 | $15.5K | Hold |
147
| – | – | ﹤0.01% | 409 |
|
|
2025
Q1 | $11.8K | Hold |
147
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $11.6K | Hold |
147
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $11.4K | Hold |
147
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $9.77K | Hold |
147
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $9.6K | Sell |
147
-6
| -4% | -$392 | ﹤0.01% | 472 |
|
|
2023
Q4 | $8.82K | Buy |
153
+6
| +4% | +$346 | ﹤0.01% | 463 |
|
|
2023
Q3 | $7.82K | Hold |
147
| – | – | ﹤0.01% | 450 |
|
|
2023
Q2 | $10K | Hold |
147
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $8.85K | Buy |
+147
| New | +$8.85K | ﹤0.01% | 431 |
|
|
2021
Q3 | – | Sell |
-334
| Closed | -$23K | – | 495 |
|
|
2021
Q2 | $23K | Buy |
+334
| New | +$23K | ﹤0.01% | 347 |
|