Concert Wealth Management’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-28,460
| Closed | -$636K | – | 298 |
|
2017
Q1 | $636K | Buy |
28,460
+477
| +2% | +$10.7K | 0.14% | 204 |
|
2016
Q4 | $626K | Sell |
27,983
-3,221
| -10% | -$72.1K | 0.14% | 211 |
|
2016
Q3 | $534K | Buy |
31,204
+800
| +3% | +$13.7K | 0.06% | 363 |
|
2016
Q2 | $505K | Sell |
30,404
-735
| -2% | -$12.2K | 0.07% | 346 |
|
2016
Q1 | $655K | Buy |
31,139
+815
| +3% | +$17.1K | 0.09% | 281 |
|
2015
Q4 | $690K | Buy |
30,324
+7,398
| +32% | +$168K | 0.09% | 278 |
|
2015
Q3 | $595K | Buy |
+22,926
| New | +$595K | 0.08% | 313 |
|