Sugarloaf Wealth Management’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39.2K | Buy |
497
+2
| +0.4% | +$158 | 0.01% | 325 |
|
|
2024
Q3 | $38.4K | Buy |
495
+2
| +0.4% | +$155 | 0.01% | 337 |
|
|
2024
Q2 | $32.8K | Buy |
493
+2
| +0.4% | +$133 | 0.01% | 340 |
|
|
2024
Q1 | $32.1K | Buy |
491
+3
| +0.6% | +$196 | 0.01% | 343 |
|
|
2023
Q4 | $28.1K | Buy |
488
+3
| +0.6% | +$173 | 0.01% | 350 |
|
|
2023
Q3 | $25.8K | Buy |
485
+2
| +0.4% | +$106 | 0.01% | 359 |
|
|
2023
Q2 | $32.9K | Buy |
483
+2
| +0.4% | +$136 | 0.01% | 336 |
|
|
2023
Q1 | $29K | Sell |
481
-22
| -4% | -$1.33K | 0.01% | 352 |
|
|
2022
Q4 | $32.2K | Buy |
503
+26
| +5% | +$1.66K | 0.01% | 342 |
|
|
2022
Q3 | $24K | Buy |
477
+2
| +0.4% | +$101 | 0.01% | 394 |
|
|
2022
Q2 | $5K | Buy |
475
+3
| +0.6% | +$32 | ﹤0.01% | 597 |
|
|
2022
Q1 | $31K | Buy |
472
+1
| +0.2% | +$66 | 0.01% | 340 |
|
|
2021
Q4 | $38K | Buy |
471
+2
| +0.4% | +$161 | 0.01% | 326 |
|
|
2021
Q3 | $32K | Hold |
469
| – | – | 0.01% | 341 |
|
|
2021
Q2 | $32K | Buy |
469
+248
| +112% | +$16.9K | 0.01% | 334 |
|
|
2021
Q1 | $13 | Hold |
221
| – | – | ﹤0.01% | 473 |
|
|
2020
Q4 | $10K | Buy |
221
+1
| +0.5% | +$45 | ﹤0.01% | 476 |
|
|
2020
Q3 | $9K | Buy |
220
+1
| +0.5% | +$41 | ﹤0.01% | 468 |
|
|
2020
Q2 | $7K | Buy |
219
+1
| +0.5% | +$32 | ﹤0.01% | 482 |
|
|
2020
Q1 | $6K | Hold |
218
| – | – | ﹤0.01% | 489 |
|
|
2019
Q4 | $9K | Buy |
+218
| New | +$9K | ﹤0.01% | 475 |
|