Laidlaw 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,024
| Closed | -$264K | – | 389 |
|
2022
Q1 | $264K | Sell |
4,024
-800
| -17% | -$52.5K | 0.04% | 322 |
|
2021
Q4 | $392K | Buy |
4,824
+140
| +3% | +$11.4K | 0.06% | 259 |
|
2021
Q3 | $319K | Buy |
4,684
+40
| +0.9% | +$2.72K | 0.08% | 188 |
|
2021
Q2 | $319K | Buy |
4,644
+90
| +2% | +$6.18K | 0.08% | 193 |
|
2021
Q1 | $272K | Sell |
4,554
-1,000
| -18% | -$59.7K | 0.09% | 173 |
|
2020
Q4 | $259K | Buy |
+5,554
| New | +$259K | 0.05% | 288 |
|