Independent Solutions Wealth Management’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,026
| Closed | -$533K | – | 187 |
|
|
2023
Q3 | $533K | Buy |
10,026
+5,598
| +126% | +$298K | 0.14% | 124 |
|
|
2023
Q2 | $302K | Buy |
+4,428
| New | +$302K | 0.08% | 166 |
|
|
2022
Q2 | – | Sell |
-9,409
| Closed | -$617K | – | 234 |
|
|
2022
Q1 | $617K | Sell |
9,409
-187
| -2% | -$12.3K | 0.15% | 117 |
|
|
2021
Q4 | $780K | Buy |
9,596
+49
| +0.5% | +$3.98K | 0.18% | 107 |
|
|
2021
Q3 | $650K | Buy |
9,547
+60
| +0.6% | +$4.09K | 0.16% | 119 |
|
|
2021
Q2 | $651K | Buy |
9,487
+2,373
| +33% | +$163K | 0.16% | 121 |
|
|
2021
Q1 | $424K | Buy |
7,114
+597
| +9% | +$35.6K | 0.12% | 126 |
|
|
2020
Q4 | $304K | Buy |
+6,517
| New | +$304K | 0.09% | 145 |
|