Pathstone Family Office’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 | $214K | Buy |
+2,035
| New | +$214K | ﹤0.01% | 1472 |
|
|
2023
Q1 | – | Sell |
-2,282
| Closed | -$204K | – | 1523 |
|
|
2022
Q4 | $204K | Buy |
+2,282
| New | +$204K | ﹤0.01% | 1381 |
|
|
2022
Q1 | – | Sell |
-4,881
| Closed | -$750K | – | 1022 |
|
|
2021
Q4 | $750K | Sell |
4,881
-265
| -5% | -$40.7K | 0.02% | 410 |
|
|
2021
Q3 | $723K | Buy |
5,146
+303
| +6% | +$42.6K | 0.02% | 383 |
|
|
2021
Q2 | $691K | Buy |
4,843
+1,497
| +45% | +$214K | 0.02% | 376 |
|
|
2021
Q1 | $446K | Buy |
+3,346
| New | +$446K | 0.02% | 368 |
|