SWM
SVA Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,148
| Closed | -$316K | – | 203 |
|
|
2016
Q2 | $316K | Sell |
7,148
-13
| -0.2% | -$575 | 0.05% | 166 |
|
|
2016
Q1 | $279K | Buy |
7,161
+37
| +0.5% | +$1.44K | 0.05% | 171 |
|
|
2015
Q4 | $281K | Sell |
7,124
-820
| -10% | -$32.3K | 0.05% | 185 |
|
|
2015
Q3 | $329K | Buy |
7,944
+457
| +6% | +$18.9K | 0.06% | 169 |
|
|
2015
Q2 | $371K | Buy |
7,487
+28
| +0.4% | +$1.39K | 0.07% | 164 |
|
|
2015
Q1 | $376K | Buy |
+7,459
| New | +$376K | 0.07% | 167 |
|