Accel Wealth Management’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,059
| Closed | -$34.5K | – | 567 |
|
|
2023
Q1 | $34.5K | Buy |
1,059
+6
| +0.6% | +$195 | 0.01% | 569 |
|
|
2022
Q4 | $35.5K | Sell |
1,053
-200
| -16% | -$6.73K | 0.02% | 419 |
|
|
2022
Q3 | $42K | Sell |
1,253
-8
| -0.6% | -$268 | 0.02% | 407 |
|
|
2022
Q2 | $50K | Sell |
1,261
-23
| -2% | -$912 | 0.03% | 347 |
|
|
2022
Q1 | $59K | Hold |
1,284
| – | – | 0.03% | 339 |
|
|
2021
Q4 | $55K | Buy |
1,284
+31
| +2% | +$1.33K | 0.03% | 367 |
|
|
2021
Q3 | $64K | Sell |
1,253
-31
| -2% | -$1.58K | 0.04% | 287 |
|
|
2021
Q2 | $68K | Buy |
1,284
+200
| +18% | +$10.6K | 0.05% | 287 |
|
|
2021
Q1 | $66K | Hold |
1,084
| – | – | 0.05% | 272 |
|
|
2020
Q4 | $51K | Buy |
+1,084
| New | +$51K | 0.05% | 290 |
|