Lee Financial’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
Q1 | – | Sell |
-73
| Closed | -$4.24K | – | 509 |
|
|
2023
Q4 | $4.24K | Buy |
73
+21
| +40% | +$1.22K | ﹤0.01% | 580 |
|
|
2023
Q3 | $2.79K | Hold |
52
| – | – | ﹤0.01% | 616 |
|
|
2023
Q2 | $3.56K | Hold |
52
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $3.15K | Sell |
52
-10
| -16% | -$606 | ﹤0.01% | 588 |
|
|
2022
Q4 | $3.97K | Hold |
62
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $3K | Sell |
62
-37
| -37% | -$1.79K | ﹤0.01% | 623 |
|
|
2022
Q2 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 557 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$1K | – | 499 |
|
|
2020
Q4 | $1K | Sell |
15
-34
| -69% | -$2.27K | ﹤0.01% | 460 |
|
|
2020
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 489 |
|
|
2020
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 467 |
|
|
2019
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 482 |
|
|
2019
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 480 |
|