Sterling Investment Advisors (Pennsylvania)’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-437
| Closed | -$21K | – | 307 |
|
2022
Q2 | $21K | Buy |
437
+175
| +67% | +$8.41K | 0.01% | 324 |
|
2022
Q1 | $17K | Hold |
262
| – | – | ﹤0.01% | 373 |
|
2021
Q4 | $21K | Hold |
262
| – | – | 0.01% | 359 |
|
2021
Q3 | $18K | Hold |
262
| – | – | 0.01% | 369 |
|
2021
Q2 | $18K | Hold |
262
| – | – | 0.01% | 366 |
|
2021
Q1 | $16K | Buy |
+262
| New | +$16K | 0.01% | 366 |
|