SVB Wealth’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-50,697
| Closed | -$840K | – | 527 |
|
2016
Q2 | $840K | Sell |
50,697
-24,275
| -32% | -$402K | 0.03% | 277 |
|
2016
Q1 | $1.58M | Sell |
74,972
-79,945
| -52% | -$1.69M | 0.06% | 212 |
|
2015
Q4 | $3.51M | Sell |
154,917
-45,993
| -23% | -$1.04M | 0.14% | 146 |
|
2015
Q3 | $5.18M | Buy |
200,910
+92,516
| +85% | +$2.38M | 0.2% | 125 |
|
2015
Q2 | $2.25M | Buy |
+108,394
| New | +$2.25M | 0.07% | 217 |
|