EWM
Empirical Wealth Management’s JetBlue JBLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.2K | Buy |
18,718
+29
| +0.2% | +$123 | ﹤0.01% | 675 |
|
|
2025
Q1 | $90.1K | Buy |
18,689
+400
| +2% | +$1.93K | ﹤0.01% | 633 |
|
|
2024
Q4 | $144K | Hold |
18,289
| – | – | ﹤0.01% | 588 |
|
|
2024
Q3 | $120K | Hold |
18,289
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $111K | Hold |
18,289
| – | – | ﹤0.01% | 548 |
|
|
2024
Q1 | $136K | Hold |
18,289
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $102K | Buy |
+18,289
| New | +$102K | ﹤0.01% | 487 |
|
|
2023
Q1 | – | Sell |
-10,533
| Closed | -$68.3K | – | 473 |
|
|
2022
Q4 | $68.3K | Hold |
10,533
| – | – | ﹤0.01% | 446 |
|
|
2022
Q3 | $70K | Hold |
10,533
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $88K | Hold |
10,533
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $157K | Hold |
10,533
| – | – | 0.01% | 480 |
|
|
2021
Q4 | $150K | Hold |
10,533
| – | – | 0.01% | 506 |
|
|
2021
Q3 | $161K | Sell |
10,533
-21
| -0.2% | -$321 | 0.01% | 435 |
|
|
2021
Q2 | $177K | Buy |
10,554
+21
| +0.2% | +$352 | 0.01% | 427 |
|
|
2021
Q1 | $214K | Hold |
10,533
| – | – | 0.02% | 363 |
|
|
2020
Q4 | $153K | Hold |
10,533
| – | – | 0.01% | 344 |
|
|
2020
Q3 | $119K | Hold |
10,533
| – | – | 0.01% | 334 |
|
|
2020
Q2 | $115K | Sell |
10,533
-3,332
| -24% | -$36.4K | 0.01% | 316 |
|
|
2020
Q1 | $124K | Sell |
13,865
-265
| -2% | -$2.37K | 0.01% | 302 |
|
|
2019
Q4 | $265K | Buy |
14,130
+265
| +2% | +$4.97K | 0.03% | 273 |
|
|
2019
Q3 | $232K | Hold |
13,865
| – | – | 0.03% | 261 |
|
|
2019
Q2 | $256K | Hold |
13,865
| – | – | 0.03% | 218 |
|
|
2019
Q1 | $227K | Buy |
+13,865
| New | +$227K | 0.03% | 219 |
|