OWA
Opal Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
3,013
+257
| +9% | +$27.1K | 0.09% | 126 |
|
|
2025
Q1 | $221K | Buy |
2,756
+74
| +3% | +$5.93K | 0.07% | 168 |
|
|
2024
Q4 | $212K | Buy |
+2,682
| New | +$212K | 0.06% | 181 |
|
|
2024
Q3 | – | Sell |
-3,212
| Closed | -$214K | – | 695 |
|
|
2024
Q2 | $214K | Buy |
+3,212
| New | +$214K | 0.07% | 165 |
|