EverSource Wealth Advisors’s JBT Marel Corporation JBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
232
+167
| +257% | +$20.1K | ﹤0.01% | 2021 |
|
|
2025
Q1 | $7.94K | Buy |
65
+29
| +81% | +$3.54K | ﹤0.01% | 2245 |
|
|
2024
Q4 | $4.58K | Buy |
36
+3
| +9% | +$381 | ﹤0.01% | 2391 |
|
|
2024
Q3 | $3.25K | Hold |
33
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q2 | $3.25K | Buy |
33
+3
| +10% | +$295 | ﹤0.01% | 2377 |
|
|
2024
Q1 | $2.67K | Sell |
30
-46
| -61% | -$4.1K | ﹤0.01% | 2295 |
|
|
2023
Q4 | $7.56K | Sell |
76
-45
| -37% | -$4.48K | ﹤0.01% | 1688 |
|
|
2023
Q3 | $12.7K | Hold |
121
| – | – | ﹤0.01% | 1326 |
|
|
2023
Q2 | $14.7K | Hold |
121
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q1 | $13.2K | Buy |
121
+91
| +303% | +$9.95K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $2.74K | Buy |
+30
| New | +$2.74K | ﹤0.01% | 1815 |
|
|
2022
Q3 | – | Sell |
-84
| Closed | -$9K | – | 2168 |
|
|
2022
Q2 | $9K | Sell |
84
-44
| -34% | -$4.71K | ﹤0.01% | 1089 |
|
|
2022
Q1 | $15K | Sell |
128
-66
| -34% | -$7.73K | ﹤0.01% | 829 |
|
|
2021
Q4 | $30K | Buy |
+194
| New | +$30K | 0.01% | 539 |
|