Barrett Asset Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-820
| Closed | -$35K | – | 358 |
|
|
2021
Q4 | $35K | Buy |
820
+810
| +8,100% | +$34.6K | ﹤0.01% | 446 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 479 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 424 |
|