RWB
RMR Wealth Builders’s Johnson Controls International JCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $212K | Buy |
+2,008
| New | +$212K | 0.02% | 271 |
|
2022
Q2 | – | Sell |
-9,733
| Closed | -$638K | – | 203 |
|
2022
Q1 | $638K | Buy |
+9,733
| New | +$638K | 0.14% | 100 |
|
2021
Q4 | – | Sell |
-9,389
| Closed | -$639K | – | 161 |
|
2021
Q3 | $639K | Hold |
9,389
| – | – | 0.19% | 83 |
|
2021
Q2 | $647K | Hold |
9,389
| – | – | 0.21% | 80 |
|
2021
Q1 | $560K | Hold |
9,389
| – | – | 0.15% | 93 |
|
2020
Q4 | $437K | Sell |
9,389
-1,193
| -11% | -$55.5K | 0.21% | 83 |
|
2020
Q3 | $432K | Buy |
10,582
+1,239
| +13% | +$50.6K | 0.11% | 127 |
|
2020
Q2 | $319K | Buy |
+9,343
| New | +$319K | 0.28% | 82 |
|
2019
Q4 | $397K | Buy |
+9,745
| New | +$397K | 0.38% | 55 |
|