Baldwin Wealth Partners’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-125
| Closed | -$910 | – | 777 |
|
|
2023
Q1 | $910 | Buy |
+125
| New | +$910 | ﹤0.01% | 758 |
|
|
2018
Q3 | – | Sell |
-173,295
| Closed | -$3.29M | – | 529 |
|
|
2018
Q2 | $3.29M | Buy |
173,295
+5,885
| +4% | +$112K | 0.51% | 53 |
|
|
2018
Q1 | $3.4M | Buy |
167,410
+830
| +0.5% | +$16.9K | 0.55% | 54 |
|
|
2017
Q4 | $3.72M | Buy |
166,580
+1,960
| +1% | +$43.8K | 0.58% | 51 |
|
|
2017
Q3 | $3.05M | Buy |
164,620
+2,525
| +2% | +$46.7K | 0.49% | 53 |
|
|
2017
Q2 | $3.7M | Buy |
162,095
+93,510
| +136% | +$2.14M | 0.6% | 47 |
|
|
2017
Q1 | $1.41M | Buy |
+68,585
| New | +$1.41M | 0.23% | 70 |
|
|
2016
Q2 | – | Sell |
-77,134
| Closed | -$1.63M | – | 467 |
|
|
2016
Q1 | $1.63M | Buy |
77,134
+625
| +0.8% | +$13.2K | 0.29% | 77 |
|
|
2015
Q4 | $1.73M | Buy |
76,509
+675
| +0.9% | +$15.3K | 0.28% | 84 |
|
|
2015
Q3 | $1.95M | Buy |
75,834
+15,744
| +26% | +$406K | 0.33% | 64 |
|
|
2015
Q2 | $1.25M | Buy |
+60,090
| New | +$1.25M | 0.18% | 113 |
|