BWA
BDO Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $119K | Buy |
3,278
+35
| +1% | +$1.27K | 0.01% | 318 |
|
|
2023
Q1 | $106K | Sell |
3,243
-42
| -1% | -$1.37K | 0.01% | 318 |
|
|
2022
Q4 | $111K | Buy |
3,285
+450
| +16% | +$15.2K | 0.01% | 317 |
|
|
2022
Q3 | $87K | Hold |
2,835
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $102K | Sell |
2,835
-10
| -0.4% | -$360 | 0.01% | 324 |
|
|
2022
Q1 | $130K | Sell |
2,845
-850
| -23% | -$38.8K | 0.01% | 307 |
|
|
2021
Q4 | $158K | Hold |
3,695
| – | – | 0.02% | 302 |
|
|
2021
Q3 | $190K | Hold |
3,695
| – | – | 0.02% | 289 |
|
|
2021
Q2 | $196K | Sell |
3,695
-10
| -0.3% | -$530 | 0.02% | 293 |
|
|
2021
Q1 | $226K | Buy |
3,705
+1,735
| +88% | +$106K | 0.03% | 270 |
|
|
2020
Q4 | $92K | Sell |
1,970
-1,200
| -38% | -$56K | 0.01% | 298 |
|
|
2020
Q3 | $119K | Buy |
3,170
+1,655
| +109% | +$62.1K | 0.02% | 257 |
|
|
2020
Q2 | $52K | Sell |
1,515
-1,036
| -41% | -$35.6K | 0.01% | 325 |
|
|
2020
Q1 | $91K | Buy |
2,551
+1,551
| +155% | +$55.3K | 0.02% | 278 |
|
|
2019
Q4 | $54K | Hold |
1,000
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $54K | Hold |
1,000
| – | – | 0.01% | 300 |
|
|
2019
Q2 | $51K | Sell |
1,000
-64
| -6% | -$3.26K | 0.01% | 303 |
|
|
2019
Q1 | $55K | Hold |
1,064
| – | – | 0.02% | 271 |
|
|
2018
Q4 | $49K | Hold |
1,064
| – | – | 0.02% | 261 |
|
|
2018
Q3 | $66K | Hold |
1,064
| – | – | 0.02% | 261 |
|
|
2018
Q2 | $54K | Buy |
1,064
+64
| +6% | +$3.25K | 0.02% | 286 |
|
|
2018
Q1 | $57K | Hold |
1,000
| – | – | 0.02% | 234 |
|
|
2017
Q4 | $65K | Hold |
1,000
| – | – | 0.03% | 190 |
|
|
2017
Q3 | $56K | Sell |
1,000
-640
| -39% | -$35.8K | 0.03% | 188 |
|
|
2017
Q2 | $102K | Buy |
+1,640
| New | +$102K | 0.04% | 172 |
|