Waverly Advisors’s JetBlue JBLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,303
| Closed | -$93K | – | 1201 |
|
|
2025
Q1 | $93K | Buy |
19,303
+129
| +0.7% | +$622 | ﹤0.01% | 1089 |
|
|
2024
Q4 | $151K | Hold |
19,174
| – | – | ﹤0.01% | 949 |
|
|
2024
Q3 | $126K | Hold |
19,174
| – | – | ﹤0.01% | 791 |
|
|
2024
Q2 | $117K | Buy |
19,174
+1,464
| +8% | +$8.92K | ﹤0.01% | 791 |
|
|
2024
Q1 | $131K | Hold |
17,710
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $98.3K | Sell |
17,710
-1,466
| -8% | -$8.14K | ﹤0.01% | 444 |
|
|
2023
Q3 | $88.2K | Sell |
19,176
-1,941
| -9% | -$8.93K | ﹤0.01% | 401 |
|
|
2023
Q2 | $187K | Buy |
+21,117
| New | +$187K | 0.01% | 346 |
|