GW Henssler & Associates’s JBT Marel Corporation JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,214
| Closed | -$269K | – | 274 |
|
|
2023
Q2 | $269K | Sell |
2,214
-25
| -1% | -$3.03K | 0.02% | 160 |
|
|
2023
Q1 | $245K | Buy |
+2,239
| New | +$245K | 0.02% | 194 |
|
|
2022
Q3 | – | Sell |
-2,177
| Closed | -$240K | – | 221 |
|
|
2022
Q2 | $240K | Sell |
2,177
-395
| -15% | -$43.5K | 0.02% | 181 |
|
|
2022
Q1 | $305K | Buy |
2,572
+5
| +0.2% | +$593 | 0.02% | 191 |
|
|
2021
Q4 | $394K | Buy |
+2,567
| New | +$394K | 0.03% | 171 |
|
|
2021
Q3 | – | Sell |
-2,591
| Closed | -$370K | – | 225 |
|
|
2021
Q2 | $370K | Buy |
2,591
+765
| +42% | +$109K | 0.02% | 174 |
|
|
2021
Q1 | $243K | Hold |
1,826
| – | – | 0.02% | 202 |
|
|
2020
Q4 | $208K | Buy |
+1,826
| New | +$208K | 0.02% | 218 |
|