RFWA
RPg Family Wealth Advisory’s JetBlue JBLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,500
| Closed | -$24.1K | – | 303 |
|
|
2018
Q4 | $24.1K | Hold |
1,500
| – | – | 0.02% | 145 |
|
|
2018
Q3 | $29K | Buy |
1,500
+915
| +156% | +$17.7K | 0.02% | 147 |
|
|
2018
Q2 | $11.1K | Buy |
+585
| New | +$11.1K | 0.01% | 219 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$11.2K | – | 269 |
|
|
2017
Q4 | $11.2K | Buy |
+500
| New | +$11.2K | 0.01% | 259 |
|
|
2016
Q3 | – | Sell |
-733
| Closed | -$12.1K | – | 261 |
|
|
2016
Q2 | $12.1K | Hold |
733
| – | – | 0.01% | 241 |
|
|
2016
Q1 | $15.5K | Sell |
733
-142,612
| -99% | -$3.01M | 0.01% | 211 |
|
|
2015
Q4 | $3.25M | Buy |
+143,345
| New | +$3.25M | 2.98% | 17 |
|