EverSource Wealth Advisors’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
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2025
Q1 | $7.94K | Buy |
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|
2024
Q4 | $4.58K | Buy |
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|
2024
Q3 | $3.25K | Hold |
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|
2024
Q2 | $3.25K | Buy |
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|
2024
Q1 | $2.67K | Sell |
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|
2023
Q4 | $7.56K | Sell |
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|
2023
Q3 | $12.7K | Hold |
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|
2023
Q2 | $14.7K | Hold |
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|
2023
Q1 | $13.2K | Buy |
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|
2022
Q4 | $2.74K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $30K | Buy |
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