CIA
JBTM
Cascade Investment Advisors’s JBT Marel Corporation JBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,003
| Closed | -$1.28M | – | 119 |
|
|
2024
Q3 | $1.28M | Buy |
13,003
+395
| +3% | +$38.9K | 0.82% | 66 |
|
|
2024
Q2 | $1.2M | Buy |
12,608
+820
| +7% | +$77.9K | 0.81% | 57 |
|
|
2024
Q1 | $1.24M | Buy |
11,788
+320
| +3% | +$33.6K | 0.81% | 60 |
|
|
2023
Q4 | $1.14M | Buy |
11,468
+500
| +5% | +$49.7K | 0.81% | 63 |
|
|
2023
Q3 | $1.15M | Buy |
10,968
+45
| +0.4% | +$4.73K | 0.91% | 51 |
|
|
2023
Q2 | $1.32M | Buy |
10,923
+165
| +2% | +$20K | 0.99% | 42 |
|
|
2023
Q1 | $1.18M | Buy |
10,758
+30
| +0.3% | +$3.28K | 0.93% | 54 |
|
|
2022
Q4 | $980K | Buy |
10,728
+715
| +7% | +$65.3K | 0.82% | 68 |
|
|
2022
Q3 | $913K | Buy |
10,013
+315
| +3% | +$28.7K | 0.78% | 69 |
|
|
2022
Q2 | $1.07M | Buy |
9,698
+65
| +0.7% | +$7.18K | 0.84% | 60 |
|
|
2022
Q1 | $1.14M | Buy |
9,633
+1,892
| +24% | +$224K | 0.7% | 75 |
|
|
2021
Q4 | $1.19M | Buy |
7,741
+155
| +2% | +$23.8K | 0.7% | 78 |
|
|
2021
Q3 | $1.07M | Sell |
7,586
-10
| -0.1% | -$1.41K | 0.7% | 79 |
|
|
2021
Q2 | $1.08M | Buy |
7,596
+70
| +0.9% | +$9.98K | 0.68% | 83 |
|
|
2021
Q1 | $1M | Hold |
7,526
| – | – | 0.65% | 83 |
|
|
2020
Q4 | $857K | Buy |
7,526
+2,485
| +49% | +$283K | 0.63% | 81 |
|
|
2020
Q3 | $463K | Buy |
5,041
+120
| +2% | +$11K | 0.39% | 92 |
|
|
2020
Q2 | $423K | Buy |
+4,921
| New | +$423K | 0.4% | 88 |
|