SWM
JBTM

Spire Wealth Management’s JBT Marel JBTM Stock Holding History

Spire Wealth Management’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,056
Closed -$117K – 2654
2022
Q2 		$117K Sell
1,056
-58
-5% -$6.66K ﹤0.01% 983
2022
Q1 		$132K Sell
1,114
-143
-11% -$18.3K ﹤0.01% 1071
2021
Q4 		$193K Buy
1,257
+143
+13% +$22.4K ﹤0.01% 1109
2021
Q3 		$157K Hold
1,114
– – ﹤0.01% 1015
2021
Q2 		$159K Sell
1,114
-466
-29% -$65K ﹤0.01% 1012
2021
Q1 		$211K Buy
+1,580
New +$208K 0.01% 1044

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