Berman Capital Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $59K | Sell |
1,174
-168
| -13% | -$8.44K | 0.01% | 610 |
|
|
2021
Q2 | $71K | Buy |
1,342
+675
| +101% | +$35.7K | 0.01% | 464 |
|
|
2021
Q1 | $40K | Sell |
667
-992
| -60% | -$59.5K | 0.01% | 563 |
|
|
2020
Q4 | $76K | Buy |
1,659
+1,325
| +397% | +$60.7K | 0.02% | 308 |
|
|
2020
Q3 | $12K | Buy |
334
+13
| +4% | +$467 | ﹤0.01% | 743 |
|
|
2020
Q2 | $10K | Buy |
321
+124
| +63% | +$3.86K | ﹤0.01% | 762 |
|
|
2020
Q1 | $6K | Sell |
197
-121
| -38% | -$3.69K | ﹤0.01% | 843 |
|
|
2019
Q4 | $16K | Buy |
318
+30
| +10% | +$1.51K | ﹤0.01% | 596 |
|
|
2019
Q3 | $15K | Buy |
288
+81
| +39% | +$4.22K | ﹤0.01% | 591 |
|
|
2019
Q2 | $10K | Hold |
207
| – | – | ﹤0.01% | 728 |
|
|
2019
Q1 | $10K | Buy |
207
+99
| +92% | +$4.78K | ﹤0.01% | 658 |
|
|
2018
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 746 |
|