TCI 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 | – | Sell |
-49
| Closed | -$5.36K | – | 2331 |
|
2023
Q1 | $5.36K | Hold |
49
| – | – | ﹤0.01% | 1475 |
|
2022
Q4 | $4.48K | Buy |
49
+17
| +53% | +$1.55K | ﹤0.01% | 1599 |
|
2022
Q3 | $3K | Sell |
32
-39
| -55% | -$3.66K | ﹤0.01% | 1865 |
|
2022
Q2 | $8K | Buy |
71
+41
| +137% | +$4.62K | ﹤0.01% | 1193 |
|
2022
Q1 | $4K | Sell |
30
-63
| -68% | -$8.4K | ﹤0.01% | 1814 |
|
2021
Q4 | $14K | Buy |
93
+6
| +7% | +$903 | ﹤0.01% | 942 |
|
2021
Q3 | $12K | Buy |
87
+15
| +21% | +$2.07K | ﹤0.01% | 989 |
|
2021
Q2 | $10K | Buy |
72
+10
| +16% | +$1.39K | ﹤0.01% | 977 |
|
2021
Q1 | $8K | Buy |
62
+32
| +107% | +$4.13K | ﹤0.01% | 997 |
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 1128 |
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 1020 |
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 974 |
|
2020
Q1 | $2K | Sell |
30
-260
| -90% | -$17.3K | ﹤0.01% | 1119 |
|
2019
Q4 | $33K | Buy |
290
+145
| +100% | +$16.5K | 0.01% | 457 |
|
2019
Q3 | $14K | Hold |
145
| – | – | 0.01% | 560 |
|
2019
Q2 | $18K | Hold |
145
| – | – | 0.01% | 494 |
|
2019
Q1 | $13K | Hold |
145
| – | – | 0.01% | 578 |
|
2018
Q4 | $10K | Buy |
+145
| New | +$10K | ﹤0.01% | 628 |
|