MWS
Maxwell Wealth Strategies’s Johnson Controls International JCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.23M | Buy |
15,608
+65
| +0.4% | +$5.13K | 0.5% | 54 |
|
2024
Q3 | $1.16M | Buy |
15,543
+3,984
| +34% | +$298K | 0.49% | 61 |
|
2024
Q2 | $768K | Buy |
11,559
+20
| +0.2% | +$1.33K | 0.38% | 69 |
|
2024
Q1 | $826K | Sell |
11,539
-12,557
| -52% | -$899K | 0.42% | 66 |
|
2023
Q4 | $1.39M | Buy |
+24,096
| New | +$1.39M | 0.91% | 41 |
|