Integrated Wealth Concepts’s JetBlue JBLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,224
Closed -$120K 1795
2024
Q4
$120K Sell
15,224
-2,992
-16% -$23.5K ﹤0.01% 1648
2024
Q3
$119K Sell
18,216
-13
-0.1% -$85 ﹤0.01% 1596
2024
Q2
$111K Sell
18,229
-71
-0.4% -$432 ﹤0.01% 1573
2024
Q1
$136K Buy
18,300
+3,561
+24% +$26.4K ﹤0.01% 1562
2023
Q4
$81.8K Sell
14,739
-3,994
-21% -$22.2K ﹤0.01% 1536
2023
Q3
$86.2K Sell
18,733
-68
-0.4% -$313 ﹤0.01% 1493
2023
Q2
$167K Sell
18,801
-2,142
-10% -$19K ﹤0.01% 1450
2023
Q1
$152K Buy
20,943
+5,162
+33% +$37.5K ﹤0.01% 1249
2022
Q4
$102K Buy
15,781
+3,321
+27% +$21.5K ﹤0.01% 991
2022
Q3
$83K Buy
12,460
+164
+1% +$1.09K ﹤0.01% 920
2022
Q2
$103K Buy
12,296
+1,293
+12% +$10.8K ﹤0.01% 934
2022
Q1
$164K Sell
11,003
-489
-4% -$7.29K 0.01% 895
2021
Q4
$164K Buy
+11,492
New +$164K ﹤0.01% 949