SIP
Stoneridge Investment Partners’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Hold |
7,102
| – | – | 0.56% | 52 |
|
|
2025
Q1 | $569K | Buy |
+7,102
| New | +$569K | 0.48% | 59 |
|
|
2023
Q2 | – | Sell |
-5,256
| Closed | -$317K | – | 116 |
|
|
2023
Q1 | $317K | Sell |
5,256
-523
| -9% | -$31.5K | 0.17% | 86 |
|
|
2022
Q4 | $370K | Hold |
5,779
| – | – | 0.2% | 77 |
|
|
2022
Q3 | $284K | Buy |
+5,779
| New | +$284K | 0.17% | 85 |
|