Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,250
| Closed | -$313K | – | 213 |
|
|
2021
Q1 | $313K | Hold |
5,250
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $245K | Hold |
5,250
| – | – | 0.02% | 320 |
|
|
2020
Q3 | $214K | Buy |
+5,250
| New | +$214K | 0.02% | 316 |
|
|
2020
Q1 | – | Sell |
-5,250
| Closed | -$214K | – | 327 |
|
|
2019
Q4 | $214K | Hold |
5,250
| – | – | 0.03% | 325 |
|
|
2019
Q3 | $228K | Sell |
5,250
-620
| -11% | -$26.9K | 0.03% | 309 |
|
|
2019
Q2 | $242K | Sell |
5,870
-1,960
| -25% | -$80.8K | 0.03% | 309 |
|
|
2019
Q1 | $289K | Sell |
7,830
-629
| -7% | -$23.2K | 0.04% | 283 |
|
|
2018
Q4 | $277K | Sell |
8,459
-31,034
| -79% | -$1.02M | 0.04% | 275 |
|
|
2018
Q3 | $1.38M | Sell |
39,493
-2,068
| -5% | -$72.4K | 0.17% | 122 |
|
|
2018
Q2 | $1.39M | Sell |
41,561
-8,762
| -17% | -$293K | 0.18% | 124 |
|
|
2018
Q1 | $1.77M | Sell |
50,323
-4,315
| -8% | -$152K | 0.22% | 107 |
|
|
2017
Q4 | $2.08M | Buy |
+54,638
| New | +$2.08M | 0.25% | 96 |
|