Geneos Wealth Management’s JBT Marel Corporation JBTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-26
| Closed | -$2K | – | 2637 |
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 2442 |
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 2504 |
|
2021
Q4 | $3K | Sell |
26
-43
| -62% | -$4.96K | ﹤0.01% | 2548 |
|
2021
Q3 | $9K | Buy |
69
+1
| +1% | +$130 | ﹤0.01% | 2277 |
|
2021
Q2 | $9K | Hold |
68
| – | – | ﹤0.01% | 2250 |
|
2021
Q1 | $9K | Hold |
68
| – | – | ﹤0.01% | 2441 |
|
2020
Q4 | $9K | Sell |
68
-43
| -39% | -$5.69K | ﹤0.01% | 2278 |
|
2020
Q3 | $10K | Hold |
111
| – | – | ﹤0.01% | 1959 |
|
2020
Q2 | $8K | Hold |
111
| – | – | ﹤0.01% | 2017 |
|
2020
Q1 | $8K | Sell |
111
-103
| -48% | -$7.42K | ﹤0.01% | 1912 |
|
2019
Q4 | $24K | Hold |
214
| – | – | ﹤0.01% | 1612 |
|
2019
Q3 | $21K | Hold |
214
| – | – | ﹤0.01% | 1593 |
|
2019
Q2 | $25K | Hold |
214
| – | – | ﹤0.01% | 1539 |
|
2019
Q1 | $19K | Hold |
214
| – | – | ﹤0.01% | 1609 |
|
2018
Q4 | $14K | Hold |
214
| – | – | ﹤0.01% | 1676 |
|
2018
Q3 | $25K | Hold |
214
| – | – | ﹤0.01% | 1488 |
|
2018
Q2 | $19K | Hold |
214
| – | – | ﹤0.01% | 1480 |
|
2018
Q1 | $24K | Hold |
214
| – | – | ﹤0.01% | 1321 |
|
2017
Q4 | $23K | Hold |
214
| – | – | ﹤0.01% | 1334 |
|
2017
Q3 | $21K | Hold |
214
| – | – | ﹤0.01% | 1309 |
|
2017
Q2 | $20K | Hold |
214
| – | – | ﹤0.01% | 1287 |
|
2017
Q1 | $18K | Hold |
214
| – | – | ﹤0.01% | 1282 |
|
2016
Q4 | $18K | Hold |
214
| – | – | ﹤0.01% | 1236 |
|
2016
Q3 | $15K | Hold |
214
| – | – | ﹤0.01% | 1245 |
|
2016
Q2 | $13K | Hold |
214
| – | – | ﹤0.01% | 1263 |
|
2016
Q1 | $12K | Buy |
+214
| New | +$12K | ﹤0.01% | 1266 |
|