Balasa Dinverno & Foltz’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-90,996
| Closed | -$814K | – | 255 |
|
|
2020
Q1 | $814K | Buy |
+90,996
| New | +$814K | 0.1% | 94 |
|
|
2016
Q2 | – | Sell |
-28,902
| Closed | -$610K | – | 183 |
|
|
2016
Q1 | $610K | Sell |
28,902
-15,247
| -35% | -$322K | 0.11% | 70 |
|
|
2015
Q4 | $1M | Buy |
44,149
+5,534
| +14% | +$125K | 0.17% | 41 |
|
|
2015
Q3 | $995K | Buy |
38,615
+1,086
| +3% | +$28K | 0.18% | 43 |
|
|
2015
Q2 | $779K | Buy |
+37,529
| New | +$779K | 0.13% | 52 |
|