Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,124
| Closed | -$99K | – | 650 |
|
|
2016
Q3 | $99K | Buy |
2,124
+12
| +0.6% | +$559 | 0.04% | 320 |
|
|
2016
Q2 | $98K | Hold |
2,112
| – | – | 0.04% | 314 |
|
|
2016
Q1 | $86K | Hold |
2,112
| – | – | 0.04% | 304 |
|
|
2015
Q4 | $87K | Sell |
2,112
-194
| -8% | -$7.99K | 0.04% | 298 |
|
|
2015
Q3 | $100K | Hold |
2,306
| – | – | 0.04% | 267 |
|
|
2015
Q2 | $120K | Buy |
2,306
+667
| +41% | +$34.7K | 0.05% | 256 |
|
|
2015
Q1 | $86K | Buy |
+1,639
| New | +$86K | 0.04% | 293 |
|