LWM
LBA Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3K | Sell |
71
-5,869
| -99% | -$248K | ﹤0.01% | 390 |
|
|
2016
Q4 | $245K | Sell |
5,940
-683
| -10% | -$28.2K | 0.13% | 96 |
|
|
2016
Q3 | $308K | Sell |
6,623
-1,058
| -14% | -$49.2K | 0.17% | 93 |
|
|
2016
Q2 | $340K | Sell |
7,681
-1,275
| -14% | -$56.4K | 0.19% | 81 |
|
|
2016
Q1 | $349K | Sell |
8,956
-615
| -6% | -$24K | 0.2% | 81 |
|
|
2015
Q4 | $378K | Sell |
9,571
-3,075
| -24% | -$121K | 0.22% | 83 |
|
|
2015
Q3 | $523K | Buy |
12,646
+1,056
| +9% | +$43.7K | 0.33% | 56 |
|
|
2015
Q2 | $574K | Buy |
11,590
+650
| +6% | +$32.2K | 0.36% | 51 |
|
|
2015
Q1 | $552K | Sell |
10,940
-400
| -4% | -$20.2K | 0.35% | 52 |
|
|
2014
Q4 | $548K | Buy |
11,340
+2,348
| +26% | +$113K | 0.36% | 47 |
|
|
2014
Q3 | $396K | Buy |
8,992
+8,342
| +1,283% | +$367K | 0.27% | 53 |
|
|
2014
Q2 | $32K | Hold |
650
| – | – | 0.03% | 175 |
|
|
2014
Q1 | $31K | Buy |
+650
| New | +$31K | 0.03% | 174 |
|