WR Wealth Planners’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.52K | Sell |
108
-55
| -34% | -$4.34K | ﹤0.01% | 616 |
|
|
2024
Q3 | $12.7K | Hold |
163
| – | – | ﹤0.01% | 591 |
|
|
2024
Q2 | $10.8K | Buy |
163
+8
| +5% | +$532 | ﹤0.01% | 574 |
|
|
2024
Q1 | $10.1K | Buy |
+155
| New | +$10.1K | ﹤0.01% | 598 |
|
|
2023
Q3 | – | Sell |
-355
| Closed | -$24.2K | – | 931 |
|
|
2023
Q2 | $24.2K | Buy |
355
+110
| +45% | +$7.5K | 0.01% | 405 |
|
|
2023
Q1 | $14.8K | Buy |
+245
| New | +$14.8K | 0.01% | 467 |
|