WealthPLAN Partners’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
Q3 | – | Sell |
-952
| Closed | -$64.9K | – | 732 |
|
|
2023
Q2 | $64.9K | Hold |
952
| – | – | 0.01% | 467 |
|
|
2023
Q1 | $57.3K | Buy |
+952
| New | +$57.3K | 0.01% | 529 |
|
|
2021
Q4 | – | Sell |
-2,538
| Closed | -$201K | – | 383 |
|
|
2021
Q3 | $201K | Buy |
+2,538
| New | +$201K | 0.01% | 360 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$861 | – | 309 |
|
|
2017
Q1 | $861 | Buy |
+21
| New | +$861 | ﹤0.01% | 436 |
|
|
2016
Q3 | $123K | Sell |
2,716
-3,486
| -56% | -$159K | 0.04% | 209 |
|
|
2016
Q2 | $152K | Buy |
+6,202
| New | +$152K | 0.02% | 471 |
|
|
2015
Q4 | $48.1K | Buy |
+2,498
| New | +$48.1K | 0.01% | 634 |
|
|
2015
Q2 | – | Sell |
-350
| Closed | -$18K | – | 476 |
|
|
2015
Q1 | $18K | Buy |
+350
| New | +$18K | 0.01% | 325 |
|