Blue Fin Capital’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,500
| Closed | -$229K | – | 130 |
|
|
2017
Q4 | $229K | Sell |
3,500
-300
| -8% | -$19.6K | 0.13% | 123 |
|
|
2017
Q3 | $212K | Sell |
3,800
-400
| -10% | -$22.3K | 0.13% | 125 |
|
|
2017
Q2 | $260K | Hold |
4,200
| – | – | 0.17% | 114 |
|
|
2017
Q1 | $225K | Hold |
4,200
| – | – | 0.14% | 123 |
|
|
2016
Q4 | $209K | Buy |
+4,200
| New | +$209K | 0.14% | 123 |
|
|
2015
Q2 | – | Sell |
-4,650
| Closed | -$206K | – | 136 |
|
|
2015
Q1 | $206K | Buy |
+4,650
| New | +$206K | 0.15% | 132 |
|