EWM
Evercore Wealth Management’s JetBlue JBLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,500
| Closed | -$56K | – | 578 |
|
|
2017
Q4 | $56K | Hold |
2,500
| – | – | ﹤0.01% | 561 |
|
|
2017
Q3 | $46K | Hold |
2,500
| – | – | ﹤0.01% | 585 |
|
|
2017
Q2 | $57K | Hold |
2,500
| – | – | ﹤0.01% | 560 |
|
|
2017
Q1 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 588 |
|
|
2016
Q4 | $56K | Sell |
2,500
-454
| -15% | -$10.2K | ﹤0.01% | 587 |
|
|
2016
Q3 | $51K | Sell |
2,954
-1,108
| -27% | -$19.1K | ﹤0.01% | 594 |
|
|
2016
Q2 | $67K | Buy |
4,062
+1,562
| +62% | +$25.8K | ﹤0.01% | 524 |
|
|
2016
Q1 | $53K | Hold |
2,500
| – | – | ﹤0.01% | 554 |
|
|
2015
Q4 | $57K | Hold |
2,500
| – | – | ﹤0.01% | 570 |
|
|
2015
Q3 | $64K | Hold |
2,500
| – | – | ﹤0.01% | 550 |
|
|
2015
Q2 | $52K | Sell |
2,500
-25,000
| -91% | -$520K | ﹤0.01% | 628 |
|
|
2015
Q1 | $529K | Hold |
27,500
| – | – | 0.02% | 265 |
|
|
2014
Q4 | $437K | Hold |
27,500
| – | – | 0.02% | 260 |
|
|
2014
Q3 | $293K | Hold |
27,500
| – | – | 0.01% | 341 |
|
|
2014
Q2 | $298K | Buy |
+27,500
| New | +$298K | 0.02% | 341 |
|
|
2014
Q1 | – | Sell |
-10,000
| Closed | -$85K | – | 911 |
|
|
2013
Q4 | $85K | Buy |
10,000
+9,700
| +3,233% | +$82.5K | ﹤0.01% | 479 |
|
|
2013
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 957 |
|
|
2013
Q2 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 779 |
|