OneDigital Investment Advisors’s JBT Marel Corporation JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$30K | – | 1143 |
|
|
2019
Q2 | $30K | Hold |
250
| – | – | ﹤0.01% | 690 |
|
|
2019
Q1 | $23K | Hold |
250
| – | – | ﹤0.01% | 693 |
|
|
2018
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 727 |
|
|
2018
Q3 | $30K | Hold |
250
| – | – | 0.01% | 539 |
|
|
2018
Q2 | $22K | Hold |
250
| – | – | ﹤0.01% | 782 |
|
|
2018
Q1 | $28K | Hold |
250
| – | – | 0.01% | 691 |
|
|
2017
Q4 | $28K | Hold |
250
| – | – | ﹤0.01% | 686 |
|
|
2017
Q3 | $25K | Hold |
250
| – | – | 0.01% | 583 |
|
|
2017
Q2 | $25K | Buy |
+250
| New | +$25K | 0.01% | 683 |
|