IFP Advisors’s bluebird bio BLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3 | Buy |
+7
| New | +$3 | ﹤0.01% | 4893 |
|
|
2025
Q1 | – | Sell |
-10,750
| Closed | -$96.3K | – | 4355 |
|
|
2024
Q4 | $96.3K | Buy |
10,750
+10,225
| +1,948% | +$91.6K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $5.46K | Buy |
525
+275
| +110% | +$2.86K | ﹤0.01% | 2636 |
|
|
2024
Q2 | $4.92K | Buy |
+250
| New | +$4.92K | ﹤0.01% | 2563 |
|
|
2022
Q4 | – | Sell |
-27
| Closed | -$100K | – | 4619 |
|
|
2022
Q3 | $100K | Hold |
27
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q2 | $100K | Hold |
27
| – | – | ﹤0.01% | 1686 |
|
|
2022
Q1 | $100K | Buy |
+27
| New | +$100K | ﹤0.01% | 1686 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3455 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3174 |
|
|
2021
Q1 | – | Sell |
-78
| Closed | -$46K | – | 3100 |
|
|
2020
Q4 | $46K | Sell |
78
-1
| -1% | -$590 | ﹤0.01% | 1476 |
|
|
2020
Q3 | $57K | Buy |
79
+1
| +1% | +$722 | ﹤0.01% | 1237 |
|
|
2020
Q2 | $61K | Buy |
78
+1
| +1% | +$782 | ﹤0.01% | 1127 |
|
|
2020
Q1 | $45K | Buy |
77
+21
| +38% | +$12.3K | ﹤0.01% | 1164 |
|
|
2019
Q4 | $64K | Sell |
56
-2
| -3% | -$2.29K | ﹤0.01% | 1155 |
|
|
2019
Q3 | $72K | Buy |
+58
| New | +$72K | ﹤0.01% | 1201 |
|
|
2019
Q1 | $2K | Sell |
1
-98
| -99% | -$196K | ﹤0.01% | 2065 |
|
|
2018
Q4 | $125K | Sell |
99
-44
| -31% | -$55.6K | 0.01% | 1076 |
|
|
2018
Q3 | $270K | Sell |
143
-22
| -13% | -$41.5K | 0.01% | 918 |
|
|
2018
Q2 | $336K | Buy |
165
+24
| +17% | +$48.9K | 0.01% | 831 |
|
|
2018
Q1 | $326K | Hold |
141
| – | – | 0.01% | 789 |
|
|
2017
Q4 | $326K | Buy |
141
+85
| +152% | +$197K | 0.01% | 786 |
|
|
2017
Q3 | $100K | Sell |
56
-163
| -74% | -$291K | ﹤0.01% | 1545 |
|
|
2017
Q2 | $298K | Buy |
219
+207
| +1,725% | +$282K | 0.01% | 900 |
|
|
2017
Q1 | $14K | Sell |
12
-3
| -20% | -$3.5K | ﹤0.01% | 2677 |
|
|
2016
Q4 | $12K | Buy |
15
+7
| +88% | +$5.6K | ﹤0.01% | 2757 |
|
|
2016
Q3 | $7K | Buy |
8
+4
| +100% | +$3.5K | ﹤0.01% | 3016 |
|
|
2016
Q2 | $2K | Buy |
4
+3
| +300% | +$1.5K | ﹤0.01% | 3430 |
|
|
2016
Q1 | $2K | Sell |
1
-9
| -90% | -$18K | ﹤0.01% | 2065 |
|
|
2015
Q4 | $8K | Buy |
+10
| New | +$8K | ﹤0.01% | 2665 |
|