Plante Moran Financial Advisors’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-74,485
| Closed | -$1.14M | – | 1061 |
|
|
2021
Q3 | $1.14M | Hold |
74,485
| – | – | 0.25% | 45 |
|
|
2021
Q2 | $1.25M | Hold |
74,485
| – | – | 0.3% | 38 |
|
|
2021
Q1 | $1.52M | Hold |
74,485
| – | – | 0.41% | 29 |
|
|
2020
Q4 | $1.08M | Hold |
74,485
| – | – | 0.33% | 42 |
|
|
2020
Q3 | $844K | Hold |
74,485
| – | – | 0.3% | 48 |
|
|
2020
Q2 | $812K | Hold |
74,485
| – | – | 0.32% | 43 |
|
|
2020
Q1 | $667K | Sell |
74,485
-68,300
| -48% | -$612K | 0.31% | 47 |
|
|
2019
Q4 | $2.67M | Hold |
142,785
| – | – | 0.93% | 16 |
|
|
2019
Q3 | $2.39M | Hold |
142,785
| – | – | 0.7% | 22 |
|
|
2019
Q2 | $2.64M | Sell |
142,785
-49,595
| -26% | -$917K | 0.81% | 18 |
|
|
2019
Q1 | $3.15M | Sell |
192,380
-88
| -0% | -$1.44K | 0.97% | 15 |
|
|
2018
Q4 | $3.09M | Sell |
192,468
-143,956
| -43% | -$2.31M | 1.07% | 14 |
|
|
2018
Q3 | $6.51M | Sell |
336,424
-29,382
| -8% | -$569K | 2.12% | 11 |
|
|
2018
Q2 | $6.94M | Buy |
365,806
+263,526
| +258% | +$5M | 3.52% | 4 |
|
|
2018
Q1 | $2.08M | Buy |
+102,280
| New | +$2.08M | 1.13% | 15 |
|
|
2016
Q2 | – | Sell |
-1,700
| Closed | -$36K | – | 917 |
|
|
2016
Q1 | $36K | Hold |
1,700
| – | – | 0.03% | 306 |
|
|
2015
Q4 | $39K | Hold |
1,700
| – | – | 0.03% | 329 |
|
|
2015
Q3 | $44K | Hold |
1,700
| – | – | 0.03% | 273 |
|
|
2015
Q2 | $35K | Hold |
1,700
| – | – | 0.03% | 344 |
|
|
2015
Q1 | $33K | Buy |
+1,700
| New | +$33K | 0.02% | 337 |
|