Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-130
| Closed | -$9K | – | 657 |
|
|
2021
Q3 | $9K | Buy |
130
+65
| +100% | +$4.5K | ﹤0.01% | 839 |
|
|
2021
Q2 | $4K | Sell |
65
-12
| -16% | -$738 | ﹤0.01% | 830 |
|
|
2021
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 775 |
|
|
2020
Q4 | $3K | Buy |
77
+26
| +51% | +$1.01K | ﹤0.01% | 771 |
|
|
2020
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $2K | Sell |
51
-502
| -91% | -$19.7K | ﹤0.01% | 741 |
|
|
2020
Q1 | $15K | Buy |
553
+69
| +14% | +$1.87K | 0.01% | 406 |
|
|
2019
Q4 | $20K | Sell |
484
-37
| -7% | -$1.53K | 0.02% | 416 |
|
|
2019
Q3 | $23K | Sell |
521
-12
| -2% | -$530 | 0.02% | 380 |
|
|
2019
Q2 | $22K | Sell |
533
-20
| -4% | -$826 | 0.02% | 394 |
|
|
2019
Q1 | $20K | Buy |
553
+222
| +67% | +$8.03K | 0.02% | 346 |
|
|
2018
Q4 | $9K | Buy |
+331
| New | +$9K | 0.01% | 446 |
|