SHWM
Smith & Howard Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,492
| Closed | -$322K | – | 70 |
|
|
2015
Q2 | $322K | Hold |
6,492
| – | – | 0.14% | 44 |
|
|
2015
Q1 | $327K | Buy |
6,492
+2,245
| +53% | +$113K | 0.14% | 42 |
|
|
2014
Q4 | $205K | Buy |
+4,247
| New | +$205K | 0.1% | 50 |
|
|
2014
Q3 | – | Sell |
-4,247
| Closed | -$212K | – | 46 |
|
|
2014
Q2 | $212K | Hold |
4,247
| – | – | 0.11% | 39 |
|
|
2014
Q1 | $201K | Hold |
4,247
| – | – | 0.11% | 34 |
|
|
2013
Q4 | $218K | Buy |
4,247
+475
| +13% | +$24.4K | 0.12% | 33 |
|
|
2013
Q3 | $157K | Hold |
3,772
| – | – | 0.09% | 38 |
|
|
2013
Q2 | $135K | Buy |
+3,772
| New | +$135K | 0.09% | 43 |
|