Wealthfront’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $298K | Buy |
+8,509
| New | +$298K | ﹤0.01% | 444 |
|
|
2017
Q4 | – | Sell |
-5,703
| Closed | -$230K | – | 518 |
|
|
2017
Q3 | $230K | Sell |
5,703
-4,933
| -46% | -$199K | ﹤0.01% | 467 |
|
|
2017
Q2 | $461K | Buy |
10,636
+2,288
| +27% | +$99.2K | 0.01% | 291 |
|
|
2017
Q1 | $352K | Buy |
8,348
+699
| +9% | +$29.5K | 0.01% | 302 |
|
|
2016
Q4 | $315K | Buy |
7,649
+257
| +3% | +$10.6K | 0.01% | 286 |
|
|
2016
Q3 | $344K | Sell |
7,392
-749
| -9% | -$34.9K | 0.01% | 249 |
|
|
2016
Q2 | $377K | Buy |
8,141
+1,859
| +30% | +$86.1K | 0.01% | 212 |
|
|
2016
Q1 | $256K | Buy |
+6,282
| New | +$256K | 0.01% | 275 |
|
|
2015
Q4 | – | Sell |
-7,156
| Closed | -$310K | – | 676 |
|
|
2015
Q3 | $310K | Buy |
7,156
+225
| +3% | +$9.75K | 0.01% | 193 |
|
|
2015
Q2 | $359K | Buy |
6,931
+1,050
| +18% | +$54.4K | 0.01% | 155 |
|
|
2015
Q1 | $311K | Buy |
5,881
+2,271
| +63% | +$120K | 0.01% | 151 |
|
|
2014
Q4 | $183K | Buy |
3,610
+2,829
| +362% | +$143K | 0.01% | 232 |
|
|
2014
Q3 | $36K | Sell |
781
-252
| -24% | -$11.6K | ﹤0.01% | 463 |
|
|
2014
Q2 | $56K | Buy |
1,033
+600
| +139% | +$32.5K | ﹤0.01% | 344 |
|
|
2014
Q1 | $22K | Buy |
+433
| New | +$22K | ﹤0.01% | 415 |
|