SPWG
Sage Private Wealth Group’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
3,532
-150
| -4% | -$15.8K | 0.24% | 61 |
|
|
2025
Q1 | $295K | Sell |
3,682
-192
| -5% | -$15.4K | 0.22% | 70 |
|
|
2024
Q4 | $306K | Buy |
3,874
+117
| +3% | +$9.24K | 0.23% | 64 |
|
|
2024
Q3 | $292K | Buy |
3,757
+269
| +8% | +$20.9K | 0.23% | 73 |
|
|
2024
Q2 | $232K | Sell |
3,488
-73
| -2% | -$4.85K | 0.2% | 78 |
|
|
2024
Q1 | $233K | Buy |
+3,561
| New | +$233K | 0.19% | 75 |
|
|
2022
Q4 | – | Sell |
-489
| Closed | -$24K | – | 123 |
|
|
2022
Q3 | $24K | Hold |
489
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $23K | Hold |
489
| – | – | 0.03% | 109 |
|
|
2022
Q1 | $32K | Hold |
489
| – | – | 0.03% | 101 |
|
|
2021
Q4 | $39K | Hold |
489
| – | – | 0.05% | 92 |
|
|
2021
Q3 | $33K | Hold |
489
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $34K | Hold |
489
| – | – | 0.05% | 98 |
|
|
2021
Q1 | $29K | Hold |
489
| – | – | 0.05% | 106 |
|
|
2020
Q4 | $23K | Buy |
+489
| New | +$23K | 0.06% | 102 |
|