IWA
JBTM
Intercontinental Wealth Advisors’s JBT Marel Corporation JBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $875K | Buy |
7,213
+35
| +0.5% | +$4.25K | 0.21% | 111 |
|
|
2023
Q1 | $784K | Sell |
7,178
-17
| -0.2% | -$1.86K | 0.2% | 120 |
|
|
2022
Q4 | $657K | Sell |
7,195
-354
| -5% | -$32.3K | 0.2% | 120 |
|
|
2022
Q3 | $649K | Buy |
7,549
+135
| +2% | +$11.6K | 0.2% | 111 |
|
|
2022
Q2 | $819K | Buy |
7,414
+15
| +0.2% | +$1.66K | 0.22% | 102 |
|
|
2022
Q1 | $877K | Buy |
7,399
+14
| +0.2% | +$1.66K | 0.2% | 98 |
|
|
2021
Q4 | $1.13M | Sell |
7,385
-80
| -1% | -$12.3K | 0.24% | 85 |
|
|
2021
Q3 | $1.05M | Sell |
7,465
-504
| -6% | -$70.8K | 0.24% | 84 |
|
|
2021
Q2 | $1.14M | Buy |
7,969
+47
| +0.6% | +$6.71K | 0.23% | 88 |
|
|
2021
Q1 | $1.06M | Buy |
7,922
+134
| +2% | +$17.9K | 0.23% | 88 |
|
|
2020
Q4 | $887K | Buy |
7,788
+34
| +0.4% | +$3.87K | 0.21% | 91 |
|
|
2020
Q3 | $713K | Buy |
+7,754
| New | +$713K | 0.21% | 93 |
|