BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.42K | Sell |
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2023
Q1 | $6.07K | Buy |
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|
2022
Q4 | $5.95K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $32K | Buy |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $30K | Buy |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $25K | Buy |
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