Concourse Financial Group Securities’s JBT Marel Corporation JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-388
| Closed | -$49.1K | – | 10004 |
|
|
2024
Q4 | $49.1K | Buy |
388
+155
| +67% | +$19.6K | ﹤0.01% | 1227 |
|
|
2024
Q3 | $23K | Buy |
233
+13
| +6% | +$1.28K | ﹤0.01% | 1476 |
|
|
2024
Q2 | $20.9K | Buy |
+220
| New | +$20.9K | ﹤0.01% | 1500 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 9117 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8900 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8680 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8467 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 8151 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8160 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7992 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7856 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7714 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7567 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7298 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7022 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6753 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$3K | – | 6538 |
|
|
2020
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 1956 |
|
|
2020
Q2 | $3K | Buy |
36
+11
| +44% | +$917 | ﹤0.01% | 1855 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1946 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 1821 |
|
|
2019
Q3 | $2K | Buy |
25
+10
| +67% | +$800 | ﹤0.01% | 1586 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 2197 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2063 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5497 |
|