Visionary Wealth Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,244
| Closed | -$400K | – | 466 |
|
|
2022
Q4 | $400K | Buy |
6,244
+2
| +0% | +$128 | 0.04% | 269 |
|
|
2022
Q3 | $307K | Sell |
6,242
-30
| -0.5% | -$1.48K | 0.03% | 291 |
|
|
2022
Q2 | $300K | Sell |
6,272
-730
| -10% | -$34.9K | 0.03% | 324 |
|
|
2022
Q1 | $459K | Sell |
7,002
-1,259
| -15% | -$82.5K | 0.04% | 261 |
|
|
2021
Q4 | $672K | Buy |
8,261
+476
| +6% | +$38.7K | 0.06% | 195 |
|
|
2021
Q3 | $530K | Buy |
7,785
+1,077
| +16% | +$73.3K | 0.05% | 182 |
|
|
2021
Q2 | $460K | Buy |
+6,708
| New | +$460K | 0.05% | 210 |
|