Avantax Planning Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,173
| Closed | -$240K | – | 305 |
|
|
2018
Q4 | $240K | Sell |
5,173
-129
| -2% | -$5.99K | 0.02% | 231 |
|
|
2018
Q3 | $331K | Sell |
5,302
-106
| -2% | -$6.62K | 0.03% | 184 |
|
|
2018
Q2 | $275K | Buy |
5,408
+462
| +9% | +$23.5K | 0.02% | 193 |
|
|
2018
Q1 | $283K | Buy |
4,946
+1,239
| +33% | +$70.9K | 0.02% | 238 |
|
|
2017
Q4 | $243K | Sell |
3,707
-608
| -14% | -$39.9K | 0.02% | 263 |
|
|
2017
Q3 | $242K | Buy |
4,315
+310
| +8% | +$17.4K | 0.02% | 329 |
|
|
2017
Q2 | $249K | Buy |
+4,005
| New | +$249K | 0.02% | 290 |
|