Carson Wealth (CWM LLC)’s JetBlue JBLU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $321K | Buy |
75,806
+29,485
| +64% | +$125K | ﹤0.01% | 1814 |
|
2025
Q1 | $223K | Buy |
46,321
+500
| +1% | +$2.41K | ﹤0.01% | 1846 |
|
2024
Q4 | $360K | Buy |
45,821
+90
| +0.2% | +$707 | ﹤0.01% | 1505 |
|
2024
Q3 | $300K | Buy |
45,731
+14,383
| +46% | +$94.4K | ﹤0.01% | 1543 |
|
2024
Q2 | $191K | Buy |
31,348
+1,124
| +4% | +$6.85K | ﹤0.01% | 1608 |
|
2024
Q1 | $224K | Buy |
30,224
+5,069
| +20% | +$37.6K | ﹤0.01% | 1459 |
|
2023
Q4 | $140K | Sell |
25,155
-1,681
| -6% | -$9.36K | ﹤0.01% | 1581 |
|
2023
Q3 | $123K | Buy |
26,836
+22,031
| +459% | +$101K | ﹤0.01% | 1521 |
|
2023
Q2 | $43K | Buy |
4,805
+124
| +3% | +$1.11K | ﹤0.01% | 2090 |
|
2023
Q1 | $34K | Buy |
4,681
+243
| +5% | +$1.77K | ﹤0.01% | 2125 |
|
2022
Q4 | $29K | Sell |
4,438
-4,650
| -51% | -$30.4K | ﹤0.01% | 2108 |
|
2022
Q3 | $60K | Buy |
9,088
+712
| +9% | +$4.7K | ﹤0.01% | 1581 |
|
2022
Q2 | $70K | Buy |
8,376
+5,735
| +217% | +$47.9K | ﹤0.01% | 1465 |
|
2022
Q1 | $39K | Sell |
2,641
-5,426
| -67% | -$80.1K | ﹤0.01% | 1714 |
|
2021
Q4 | $115K | Buy |
+8,067
| New | +$115K | ﹤0.01% | 1243 |
|
2021
Q2 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2021
Q1 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2020
Q4 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2020
Q3 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2020
Q2 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2020
Q1 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2019
Q4 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2019
Q3 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2019
Q2 | $33K | Hold |
1,969
| – | – | ﹤0.01% | 1567 |
|
2019
Q1 | $33K | Buy |
1,969
+1,900
| +2,754% | +$31.8K | ﹤0.01% | 1567 |
|
2018
Q4 | $1K | Buy |
69
+19
| +38% | +$275 | ﹤0.01% | 1908 |
|
2018
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1681 |
|
2018
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1535 |
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1285 |
|
2017
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1367 |
|
2017
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1383 |
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1102 |
|
2017
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1068 |
|
2016
Q4 | – | Sell |
-660
| Closed | -$11K | – | 1137 |
|
2016
Q3 | $11K | Sell |
660
-67
| -9% | -$1.12K | ﹤0.01% | 673 |
|
2016
Q2 | $12K | Hold |
727
| – | – | ﹤0.01% | 536 |
|
2016
Q1 | $15K | Hold |
727
| – | – | ﹤0.01% | 479 |
|
2015
Q4 | $16K | Hold |
727
| – | – | ﹤0.01% | 413 |
|
2015
Q3 | $19K | Buy |
+727
| New | +$19K | ﹤0.01% | 372 |
|