WWM
Willingdon Wealth Management’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22
| Closed | -$1K | – | 341 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 353 |
|
|
2019
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 432 |
|
|
2015
Q3 | – | Sell |
-11,060
| Closed | -$546K | – | 79 |
|
|
2015
Q2 | $546K | Sell |
11,060
-3,300
| -23% | -$163K | 0.52% | 68 |
|
|
2015
Q1 | $724K | Sell |
14,360
-9,240
| -39% | -$466K | 0.6% | 64 |
|
|
2014
Q4 | $1.14M | Buy |
23,600
+4,800
| +26% | +$232K | 0.72% | 60 |
|
|
2014
Q3 | $827K | Buy |
+18,800
| New | +$827K | 0.54% | 73 |
|