BWA
JBTM

BDO Wealth Advisors’s JBT Marel JBTM Stock Holding History

BDO Wealth Advisors’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed -$1K – 1153
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1024
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1039
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1071
2021
Q3 		$1K Hold
7
– – ﹤0.01% 1036
2021
Q2 		$1K Hold
7
– – ﹤0.01% 1087
2021
Q1 		$1K Hold
7
– – ﹤0.01% 1124
2020
Q4 		$1K Hold
7
– – ﹤0.01% 901
2020
Q3 		$1K Buy
+7
New +$671 ﹤0.01% 844

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CIP
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T. Rowe Price Investment Management
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Wellington Management Group
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State Street
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AllianceBernstein
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Kayne Anderson Rudnick Investment Management
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CCA
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Brown Advisory
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