Kingswood Wealth Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,205
| Closed | -$1.1M | – | 855 |
|
|
2024
Q3 | $1.1M | Buy |
14,205
+2,977
| +27% | +$231K | 0.08% | 267 |
|
|
2024
Q2 | $746K | Sell |
11,228
-154
| -1% | -$10.2K | 0.07% | 295 |
|
|
2024
Q1 | $743K | Buy |
11,382
+1,876
| +20% | +$123K | 0.09% | 259 |
|
|
2023
Q4 | $548K | Buy |
9,506
+4,822
| +103% | +$278K | 0.06% | 326 |
|
|
2023
Q3 | $249K | Buy |
+4,684
| New | +$249K | 0.04% | 353 |
|