IFP Advisors’s JBT Marel Corporation JBTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1
| Closed | -$122 | – | 2881 |
|
2025
Q1 | $122 | Hold |
1
| – | – | ﹤0.01% | 3803 |
|
2024
Q4 | $127 | Buy |
+1
| New | +$127 | ﹤0.01% | 3943 |
|
2022
Q4 | – | Sell |
-2
| Closed | -$1K | – | 4876 |
|
2022
Q3 | $1K | Sell |
2
-2
| -50% | -$1K | ﹤0.01% | 4717 |
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 4486 |
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 4486 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 4711 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 4510 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 4376 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 4177 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 4018 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3833 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 3730 |
|
2019
Q4 | – | Sell |
-54
| Closed | -$5K | – | 3694 |
|
2019
Q3 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 2354 |
|
2019
Q1 | $5K | Buy |
54
+8
| +17% | +$741 | ﹤0.01% | 1889 |
|
2018
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 3030 |
|
2018
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 3197 |
|
2018
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 3355 |
|
2018
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 3202 |
|
2017
Q4 | $5K | Buy |
46
+3
| +7% | +$326 | ﹤0.01% | 3200 |
|
2017
Q3 | $4K | Sell |
43
-200
| -82% | -$18.6K | ﹤0.01% | 3509 |
|
2017
Q2 | $24K | Hold |
243
| – | – | ﹤0.01% | 2457 |
|
2017
Q1 | $21K | Buy |
243
+4
| +2% | +$346 | ﹤0.01% | 2461 |
|
2016
Q4 | $21K | Hold |
239
| – | – | ﹤0.01% | 2418 |
|
2016
Q3 | $17K | Buy |
239
+39
| +20% | +$2.77K | ﹤0.01% | 2502 |
|
2016
Q2 | $12K | Buy |
200
+146
| +270% | +$8.76K | ﹤0.01% | 2659 |
|
2016
Q1 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 1889 |
|