KJWM
Kiley Juergens Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,529
| Closed | -$504K | – | 73 |
|
|
2022
Q2 | $504K | Buy |
+10,529
| New | +$504K | 0.24% | 61 |
|
|
2018
Q4 | – | Sell |
-1,098
| Closed | -$38K | – | 359 |
|
|
2018
Q3 | $38K | Buy |
1,098
+86
| +8% | +$2.98K | 0.03% | 274 |
|
|
2018
Q2 | $33K | Buy |
+1,012
| New | +$33K | 0.03% | 253 |
|
|
2018
Q1 | – | Sell |
-1,021
| Closed | -$38K | – | 356 |
|
|
2017
Q4 | $38K | Buy |
+1,021
| New | +$38K | 0.03% | 236 |
|