MWM
Moran Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,539
| Closed | -$614K | – | 441 |
|
|
2023
Q3 | $614K | Buy |
11,539
+403
| +4% | +$21.4K | 0.02% | 299 |
|
|
2023
Q2 | $759K | Buy |
11,136
+3,138
| +39% | +$214K | 0.03% | 268 |
|
|
2023
Q1 | $482K | Buy |
7,998
+897
| +13% | +$54K | 0.02% | 299 |
|
|
2022
Q4 | $454K | Buy |
+7,101
| New | +$454K | 0.02% | 304 |
|