SIA
Schechter Investment Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,343
| Closed | -$201K | – | 686 |
|
|
2023
Q1 | $201K | Sell |
3,343
-699
| -17% | -$42.1K | 0.02% | 622 |
|
|
2022
Q4 | $259K | Sell |
4,042
-662
| -14% | -$42.4K | 0.02% | 678 |
|
|
2022
Q3 | $232K | Buy |
4,704
+445
| +10% | +$21.9K | 0.02% | 793 |
|
|
2022
Q2 | $204K | Buy |
+4,259
| New | +$204K | 0.02% | 836 |
|