AAMA
Advanced Asset Management Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-35,200
| Closed | -$1.9M | – | 130 |
|
|
2019
Q3 | $1.9M | Buy |
35,200
+20,000
| +132% | +$1.08M | 0.61% | 52 |
|
|
2019
Q2 | $772K | Hold |
15,200
| – | – | 0.27% | 68 |
|
|
2019
Q1 | $789K | Hold |
15,200
| – | – | 0.28% | 72 |
|
|
2018
Q4 | $706K | Hold |
15,200
| – | – | 0.23% | 89 |
|
|
2018
Q3 | $949K | Hold |
15,200
| – | – | 0.34% | 59 |
|
|
2018
Q2 | $773K | Hold |
15,200
| – | – | 0.25% | 84 |
|
|
2018
Q1 | $871K | Hold |
15,200
| – | – | 0.29% | 70 |
|
|
2017
Q4 | $995K | Buy |
+15,200
| New | +$995K | 0.33% | 64 |
|