CWP
JBTM
Concord Wealth Partners’s JBT Marel Corporation JBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22
| Closed | -$2.8K | – | 992 |
|
|
2024
Q4 | $2.8K | Hold |
22
| – | – | ﹤0.01% | 678 |
|
|
2024
Q3 | $2.17K | Hold |
22
| – | – | ﹤0.01% | 734 |
|
|
2024
Q2 | $2.09K | Hold |
22
| – | – | ﹤0.01% | 663 |
|
|
2024
Q1 | $2.31K | Hold |
22
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $2.19K | Hold |
22
| – | – | ﹤0.01% | 707 |
|
|
2023
Q3 | $2.31K | Hold |
22
| – | – | ﹤0.01% | 851 |
|
|
2023
Q2 | $2.67K | Hold |
22
| – | – | ﹤0.01% | 819 |
|
|
2023
Q1 | $2.4K | Hold |
22
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $2.01K | Buy |
+22
| New | +$2.01K | ﹤0.01% | 932 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$2K | – | 1218 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q1 | $3K | Sell |
22
-9
| -29% | -$1.23K | ﹤0.01% | 1049 |
|
|
2021
Q4 | $5K | Buy |
31
+9
| +41% | +$1.45K | ﹤0.01% | 968 |
|
|
2021
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 852 |
|
|
2021
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 508 |
|