SWA
Sutton Wealth Advisors’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $23.9K | Buy |
450
+30
| +7% | +$1.6K | 0.01% | 336 |
|
|
2023
Q2 | $28.6K | Buy |
420
+266
| +173% | +$18.1K | 0.01% | 298 |
|
|
2023
Q1 | $9.27K | Hold |
154
| – | – | 0.01% | 436 |
|
|
2022
Q4 | $9.86K | Hold |
154
| – | – | ﹤0.01% | 950 |
|
|
2022
Q3 | $7.58K | Buy |
154
+67
| +77% | +$3.3K | ﹤0.01% | 976 |
|
|
2022
Q2 | $4.17K | Sell |
87
-17
| -16% | -$814 | ﹤0.01% | 1092 |
|
|
2022
Q1 | $6.82K | Buy |
104
+16
| +18% | +$1.05K | ﹤0.01% | 1038 |
|
|
2021
Q4 | $7.16K | Hold |
88
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q3 | $5.99K | Buy |
88
+5
| +6% | +$340 | ﹤0.01% | 1028 |
|
|
2021
Q2 | $5.7K | Hold |
83
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q1 | $4.95K | Buy |
83
+7
| +9% | +$418 | ﹤0.01% | 1017 |
|
|
2020
Q4 | $3.54K | Buy |
76
+7
| +10% | +$326 | ﹤0.01% | 1031 |
|
|
2020
Q3 | $2.82K | Hold |
69
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q2 | $2.36K | Sell |
69
-90
| -57% | -$3.07K | ﹤0.01% | 1044 |
|
|
2020
Q1 | $4.29K | Buy |
159
+103
| +184% | +$2.78K | ﹤0.01% | 868 |
|
|
2019
Q4 | $2.28K | Hold |
56
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q3 | $2.46K | Hold |
56
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q2 | $2.31K | Hold |
56
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q1 | $2.07K | Sell |
56
-17
| -23% | -$628 | ﹤0.01% | 1044 |
|
|
2018
Q4 | $2.16K | Sell |
73
-49
| -40% | -$1.45K | ﹤0.01% | 986 |
|
|
2018
Q3 | $4.27K | Sell |
122
-208
| -63% | -$7.28K | ﹤0.01% | 925 |
|
|
2018
Q2 | $11K | Buy |
330
+87
| +36% | +$2.91K | 0.01% | 809 |
|
|
2018
Q1 | $8.56K | Sell |
243
-5
| -2% | -$176 | 0.01% | 853 |
|
|
2017
Q4 | $9.45K | Sell |
248
-1,583
| -86% | -$60.3K | 0.01% | 800 |
|
|
2017
Q3 | $73.8K | Sell |
1,831
-41
| -2% | -$1.65K | 0.06% | 215 |
|
|
2017
Q2 | $81.2K | Buy |
1,872
+37
| +2% | +$1.6K | 0.06% | 207 |
|
|
2017
Q1 | $77.3K | Buy |
1,835
+1,508
| +461% | +$63.5K | 0.06% | 207 |
|
|
2016
Q4 | $13.5K | Sell |
327
-1,032
| -76% | -$42.5K | 0.01% | 613 |
|
|
2016
Q3 | $63.2K | Sell |
1,359
-230
| -14% | -$10.7K | 0.06% | 219 |
|
|
2016
Q2 | $70.3K | Hold |
1,589
| – | – | 0.07% | 206 |
|
|
2016
Q1 | $61.9K | Buy |
+1,589
| New | +$61.9K | 0.06% | 222 |
|