White Knight Strategic 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,980
| Closed | -$630K | – | 92 |
|
2024
Q4 | $630K | Buy |
7,980
+3,990
| +100% | +$315K | 0.26% | 61 |
|
2024
Q3 | $310K | Hold |
3,990
| – | – | 0.28% | 64 |
|
2024
Q2 | $265K | Buy |
3,990
+215
| +6% | +$14.3K | 0.26% | 65 |
|
2024
Q1 | $247K | Buy |
3,775
+220
| +6% | +$14.4K | 0.26% | 65 |
|
2023
Q4 | $205K | Buy |
+3,555
| New | +$205K | 0.24% | 72 |
|