Lake Street Advisors Group’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 | $636K | Buy |
8,026
+239
| +3% | +$18.9K | 0.03% | 293 |
|
|
2024
Q3 | $607K | Buy |
7,787
+24
| +0.3% | +$1.87K | 0.03% | 288 |
|
|
2024
Q2 | $519K | Buy |
7,763
+2,612
| +51% | +$175K | 0.02% | 309 |
|
|
2024
Q1 | $338K | Buy |
5,151
+167
| +3% | +$11K | 0.02% | 433 |
|
|
2023
Q4 | $289K | Buy |
+4,984
| New | +$289K | 0.01% | 450 |
|
|
2021
Q3 | – | Sell |
-4,104
| Closed | -$300K | – | 334 |
|
|
2021
Q2 | $300K | Buy |
4,104
+323
| +9% | +$23.6K | 0.02% | 243 |
|
|
2021
Q1 | $226K | Buy |
+3,781
| New | +$226K | 0.02% | 284 |
|