MWPCG
Measured Wealth Private Client Group’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,817
| Closed | -$323K | – | 168 |
|
|
2019
Q2 | $323K | Sell |
7,817
-1,524
| -16% | -$63K | 0.19% | 119 |
|
|
2019
Q1 | $345K | Buy |
+9,341
| New | +$345K | 0.21% | 108 |
|
|
2018
Q4 | – | Sell |
-8,209
| Closed | -$288K | – | 412 |
|
|
2018
Q3 | $288K | Buy |
8,209
+106
| +1% | +$3.72K | 0.17% | 115 |
|
|
2018
Q2 | $271K | Buy |
+8,103
| New | +$271K | 0.22% | 111 |
|