FWM
Frontier Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-21,841
| Closed | -$967K | – | 370 |
|
|
2016
Q2 | $967K | Sell |
21,841
-970
| -4% | -$42.9K | 0.15% | 139 |
|
|
2016
Q1 | $889K | Buy |
22,811
+120
| +0.5% | +$4.68K | 0.07% | 152 |
|
|
2015
Q4 | $896K | Buy |
22,691
+1,150
| +5% | +$45.4K | 0.14% | 150 |
|
|
2015
Q3 | $891K | Sell |
21,541
-2,299
| -10% | -$95.1K | 0.14% | 142 |
|
|
2015
Q2 | $1.18M | Buy |
23,840
+2,400
| +11% | +$119K | 0.18% | 114 |
|
|
2015
Q1 | $1.08M | Buy |
+21,440
| New | +$1.08M | 0.17% | 98 |
|