EP Wealth Advisors’s JetBlue JBLU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $45.5K | Sell |
10,755
-754
| -7% | -$3.19K | ﹤0.01% | 1407 |
|
2025
Q1 | $55.5K | Buy |
11,509
+942
| +9% | +$4.54K | ﹤0.01% | 1266 |
|
2024
Q4 | $83.1K | Sell |
10,567
-2,800
| -21% | -$22K | ﹤0.01% | 1216 |
|
2024
Q3 | $87.7K | Buy |
13,367
+287
| +2% | +$1.88K | ﹤0.01% | 1150 |
|
2024
Q2 | $79.7K | Sell |
13,080
-468
| -3% | -$2.85K | ﹤0.01% | 837 |
|
2024
Q1 | $101K | Buy |
13,548
+3,255
| +32% | +$24.2K | ﹤0.01% | 810 |
|
2023
Q4 | $57.1K | Buy |
10,293
+27
| +0.3% | +$150 | ﹤0.01% | 801 |
|
2023
Q3 | $47.2K | Buy |
+10,266
| New | +$47.2K | ﹤0.01% | 740 |
|