Apriem Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-500
| Closed | -$25K | – | 272 |
|
|
2018
Q2 | $25K | Buy |
+500
| New | +$25K | 0.01% | 318 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$19K | – | 364 |
|
|
2017
Q1 | $19K | Buy |
+350
| New | +$19K | 0.01% | 348 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$22K | – | 660 |
|
|
2015
Q1 | $22K | Buy |
+500
| New | +$22K | 0.01% | 303 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$7K | – | 535 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 409 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 409 |
|
|
2013
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2013
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 440 |
|
|
2013
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 410 |
|