Mark Sheptoff Financial Planning’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-2,300
| Closed | -$49K | – | 363 |
|
2016
Q1 | $49K | Sell |
2,300
-800
| -26% | -$17K | 0.04% | 153 |
|
2015
Q4 | $70K | Sell |
3,100
-1,800
| -37% | -$40.6K | 0.06% | 148 |
|
2015
Q3 | $126K | Sell |
4,900
-2,800
| -36% | -$72K | 0.11% | 119 |
|
2015
Q2 | $160K | Buy |
7,700
+300
| +4% | +$6.23K | 0.13% | 112 |
|
2015
Q1 | $142K | Buy |
+7,400
| New | +$142K | 0.12% | 119 |
|
2014
Q4 | – | Sell |
-800
| Closed | -$8K | – | 331 |
|
2014
Q3 | $8K | Buy |
800
+300
| +60% | +$3K | 0.01% | 281 |
|
2014
Q2 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 307 |
|