SWS
JBTM
SYSTM Wealth Solutions’s JBT Marel Corporation JBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-206
| Closed | -$19.6K | – | 660 |
|
|
2024
Q2 | $19.6K | Sell |
206
-672
| -77% | -$63.8K | ﹤0.01% | 372 |
|
|
2024
Q1 | $92.1K | Buy |
878
+29
| +3% | +$3.04K | 0.01% | 487 |
|
|
2023
Q4 | $84.5K | Buy |
+849
| New | +$84.5K | 0.01% | 479 |
|
|
2023
Q2 | – | Sell |
-2,155
| Closed | -$236K | – | 528 |
|
|
2023
Q1 | $236K | Buy |
+2,155
| New | +$236K | 0.04% | 419 |
|