Beach Investment Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $309K | Sell |
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|
2018
Q3 | $868K | Hold |
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|
2018
Q2 | $707K | Hold |
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|
2018
Q1 | $796K | Hold |
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|
2017
Q4 | $910K | Hold |
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|
2017
Q3 | $778K | Sell |
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|
2017
Q2 | $1.63M | Buy |
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|
2017
Q1 | $1.23M | Hold |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $264K | Sell |
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|
2016
Q2 | $455K | Hold |
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|
2016
Q1 | $520K | Sell |
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|
2015
Q4 | $904K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $825K | Hold |
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|
2015
Q1 | $1.1M | Hold |
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|
2014
Q4 | $1.05M | Buy |
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