Great Diamond Partners’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-8,313
| Closed | -$398K | – | 206 |
|
2022
Q2 | $398K | Buy |
8,313
+1,069
| +15% | +$51.2K | 0.13% | 134 |
|
2022
Q1 | $474K | Buy |
7,244
+612
| +9% | +$40K | 0.13% | 130 |
|
2021
Q4 | $539K | Buy |
+6,632
| New | +$539K | 0.14% | 123 |
|
2020
Q1 | – | Sell |
-866
| Closed | -$35K | – | 379 |
|
2019
Q4 | $35K | Buy |
+866
| New | +$35K | 0.01% | 358 |
|