Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$29K Sell
4,030
-41,392
-91% -$257K 0.01% 882
2023
Q4
$252K Buy
45,422
+19,068
+72% +$89.3K 0.02% 646
2023
Q3
$121K Buy
26,354
+25,884
+5,507% +$170K 0.01% 1019
2023
Q2
$4K Sell
470
-3,718
-89% -$27K ﹤0.01% 2725
2023
Q1
$30K Sell
4,188
-9,986
-70% -$78.8K ﹤0.01% 1681
2022
Q4
$91K Buy
+14,174
New +$104K 0.01% 1217
2022
Q3
Sell
-18,127
Closed -$148K 5219
2022
Q2
$151K Sell
18,127
-1,389
-7% -$14.8K 0.01% 1170
2022
Q1
$291K Sell
19,516
-26,156
-57% -$379K 0.02% 965
2021
Q4
$650K Sell
45,672
-1,917
-4% -$28.2K 0.03% 628
2021
Q3
$727K Sell
47,589
-14,755
-24% -$226K 0.03% 601
2021
Q2
$1.05M Sell
62,344
-17,977
-22% -$348K 0.05% 430
2021
Q1
$1.63M Buy
80,321
+70,414
+711% +$1.22M 0.08% 272
2020
Q4
$144K Buy
9,907
+2,337
+31% +$32.1K 0.01% 1284
2020
Q3
$85K Sell
7,570
-21,205
-74% -$238K 0.01% 1426
2020
Q2
$313K Buy
28,775
+28,494
+10,140% +$281K 0.02% 653
2020
Q1
$2K Sell
281
-9,544
-97% -$158K ﹤0.01% 3494
2019
Q4
$183K Buy
9,825
+765
+8% +$14.2K 0.01% 865
2019
Q3
$151K Sell
9,060
-25,662
-74% -$466K 0.01% 839
2019
Q2
$642K Sell
34,722
-13,092
-27% -$234K 0.06% 291
2019
Q1
$782K Buy
47,814
+21,101
+79% +$361K 0.08% 227
2018
Q4
$429K Buy
26,713
+20,844
+355% +$363K 0.04% 381
2018
Q3
$113K Sell
5,869
-10,279
-64% -$195K 0.01% 1126
2018
Q2
$306K Buy
16,148
+15,541
+2,560% +$299K 0.02% 607
2018
Q1
$12K Sell
607
-2,219
-79% -$47.2K ﹤0.01% 2651
2017
Q4
$63K Sell
2,826
-1,031
-27% -$21.1K ﹤0.01% 1692
2017
Q3
$71K Sell
3,857
-7,843
-67% -$164K ﹤0.01% 1938
2017
Q2
$267K Buy
+11,700
New +$257K 0.01% 1067
2017
Q1
Sell
-2,466
Closed -$50.3K 6783
2016
Q4
$55K Sell
2,466
-6,857
-74% -$135K ﹤0.01% 2438
2016
Q3
$160K Buy
9,323
+1,000
+12% +$17.1K 0.01% 1411
2016
Q2
$137K Buy
8,323
+315
+4% +$5.85K 0.01% 1419
2016
Q1
$169K Sell
8,008
-57,966
-88% -$1.22M 0.01% 1141
2015
Q4
$1.49M Buy
+65,974
New +$1.64M 0.08% 231

Other funds holding JBLU