Financial Synergies Wealth Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-300
| Closed | -$19.6K | – | 261 |
|
|
2024
Q1 | $19.6K | Buy |
+300
| New | +$19.6K | ﹤0.01% | 197 |
|
|
2023
Q4 | – | Sell |
-297
| Closed | -$15.8K | – | 510 |
|
|
2023
Q3 | $15.8K | Buy |
297
+1
| +0.3% | +$53 | ﹤0.01% | 202 |
|
|
2023
Q2 | $20.2K | Buy |
296
+1
| +0.3% | +$68 | ﹤0.01% | 168 |
|
|
2023
Q1 | $17.8K | Buy |
+295
| New | +$17.8K | ﹤0.01% | 190 |
|