SWA
SFMG Wealth Advisors’s JetBlue JBLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,008
| Closed | -$209K | – | 148 |
|
|
2018
Q4 | $209K | Hold |
13,008
| – | – | 0.03% | 127 |
|
|
2018
Q3 | $230K | Hold |
13,008
| – | – | 0.04% | 122 |
|
|
2018
Q2 | $247K | Hold |
13,008
| – | – | 0.04% | 121 |
|
|
2018
Q1 | $264K | Hold |
13,008
| – | – | 0.04% | 112 |
|
|
2017
Q4 | $291K | Hold |
13,008
| – | – | 0.05% | 108 |
|
|
2017
Q3 | $241K | Hold |
13,008
| – | – | 0.05% | 115 |
|
|
2017
Q2 | $297K | Hold |
13,008
| – | – | 0.06% | 94 |
|
|
2017
Q1 | $268K | Hold |
13,008
| – | – | 0.05% | 98 |
|
|
2016
Q4 | $292K | Hold |
13,008
| – | – | 0.06% | 90 |
|
|
2016
Q3 | $224K | Hold |
13,008
| – | – | 0.05% | 99 |
|
|
2016
Q2 | $215K | Hold |
13,008
| – | – | 0.05% | 96 |
|
|
2016
Q1 | $275K | Hold |
13,008
| – | – | 0.06% | 85 |
|
|
2015
Q4 | $295K | Hold |
13,008
| – | – | 0.07% | 88 |
|
|
2015
Q3 | $335K | Hold |
13,008
| – | – | 0.08% | 83 |
|
|
2015
Q2 | $270K | Hold |
13,008
| – | – | 0.06% | 89 |
|
|
2015
Q1 | $250K | Hold |
13,008
| – | – | 0.02% | 153 |
|
|
2014
Q4 | $206K | Hold |
13,008
| – | – | 0.05% | 114 |
|
|
2014
Q3 | $138K | Hold |
13,008
| – | – | 0.04% | 85 |
|
|
2014
Q2 | $141K | Hold |
13,008
| – | – | 0.05% | 81 |
|
|
2014
Q1 | $113K | Hold |
13,008
| – | – | 0.04% | 77 |
|
|
2013
Q4 | $111K | Hold |
13,008
| – | – | 0.04% | 76 |
|
|
2013
Q3 | $87K | Hold |
13,008
| – | – | 0.03% | 67 |
|
|
2013
Q2 | $82K | Buy |
+13,008
| New | +$82K | 0.03% | 66 |
|