TSWM
Triangle Securities Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,196
| Closed | -$213K | – | 147 |
|
|
2018
Q4 | $213K | Sell |
7,196
-27,931
| -80% | -$827K | 0.13% | 134 |
|
|
2018
Q3 | $1.23M | Sell |
35,127
-410
| -1% | -$14.3K | 0.65% | 52 |
|
|
2018
Q2 | $1.19M | Sell |
35,537
-744
| -2% | -$24.9K | 0.66% | 52 |
|
|
2018
Q1 | $1.28M | Buy |
36,281
+1,158
| +3% | +$40.8K | 0.73% | 49 |
|
|
2017
Q4 | $1.34M | Buy |
+35,123
| New | +$1.34M | 0.76% | 44 |
|