TIAM2
Tru Independence Asset Management 2’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,756
| Closed | -$956K | – | 121 |
|
|
2021
Q4 | $956K | Buy |
11,756
+5,936
| +102% | +$483K | 0.51% | 43 |
|
|
2021
Q3 | $396K | Sell |
5,820
-5,065
| -47% | -$345K | 0.28% | 66 |
|
|
2021
Q2 | $747K | Sell |
10,885
-24
| -0.2% | -$1.65K | 0.51% | 43 |
|
|
2021
Q1 | $651K | Sell |
10,909
-8,257
| -43% | -$493K | 0.51% | 50 |
|
|
2020
Q4 | $893K | Buy |
+19,166
| New | +$893K | 0.75% | 34 |
|