Institute for Wealth Management’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,339
| Closed | -$191K | – | 448 |
|
|
2019
Q2 | $191K | Hold |
10,339
| – | – | 0.04% | 442 |
|
|
2019
Q1 | $169K | Buy |
+10,339
| New | +$169K | 0.04% | 422 |
|
|
2018
Q4 | – | Sell |
-13,004
| Closed | -$253K | – | 301 |
|
|
2018
Q3 | $253K | Buy |
13,004
+302
| +2% | +$5.88K | 0.09% | 197 |
|
|
2018
Q2 | $245K | Sell |
12,702
-144
| -1% | -$2.78K | 0.08% | 205 |
|
|
2018
Q1 | $250K | Sell |
12,846
-822
| -6% | -$16K | 0.07% | 244 |
|
|
2017
Q4 | $306K | Sell |
13,668
-14,417
| -51% | -$323K | 0.07% | 301 |
|
|
2017
Q3 | $525K | Sell |
28,085
-616
| -2% | -$11.5K | 0.17% | 178 |
|
|
2017
Q2 | $657K | Buy |
+28,701
| New | +$657K | 0.18% | 182 |
|