Baystate Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.22K | Hold |
42
| – | – | ﹤0.01% | 1132 |
|
|
2023
Q3 | $1.14K | Buy |
42
+1
| +2% | +$27 | ﹤0.01% | 876 |
|
|
2023
Q2 | $1.51K | Sell |
41
-259
| -86% | -$9.51K | ﹤0.01% | 893 |
|
|
2023
Q1 | $9.78K | Sell |
300
-268
| -47% | -$8.73K | ﹤0.01% | 572 |
|
|
2022
Q4 | $19K | Hold |
568
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $18K | Sell |
568
-255
| -31% | -$8.08K | ﹤0.01% | 444 |
|
|
2022
Q2 | $30K | Hold |
823
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $38K | Hold |
823
| – | – | ﹤0.01% | 364 |
|
|
2021
Q4 | $35K | Buy |
823
+526
| +177% | +$22.4K | ﹤0.01% | 379 |
|
|
2021
Q3 | $15K | Buy |
297
+175
| +143% | +$8.84K | ﹤0.01% | 474 |
|
|
2021
Q2 | $6K | Hold |
122
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $7K | Buy |
122
+81
| +198% | +$4.65K | ﹤0.01% | 486 |
|
|
2020
Q4 | $2K | Sell |
41
-34
| -45% | -$1.66K | ﹤0.01% | 571 |
|
|
2020
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 498 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 505 |
|
|
2020
Q1 | $3K | Buy |
75
+1
| +1% | +$40 | ﹤0.01% | 472 |
|
|
2019
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 440 |
|
|
2019
Q2 | $4K | Buy |
74
+1
| +1% | +$54 | ﹤0.01% | 445 |
|
|
2019
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 452 |
|
|
2018
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 461 |
|
|
2018
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 480 |
|
|
2018
Q1 | $4K | Buy |
73
+33
| +83% | +$1.81K | ﹤0.01% | 445 |
|
|
2017
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 472 |
|
|
2017
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 493 |
|
|
2017
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 502 |
|
|
2017
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 467 |
|