CWA
Clarus Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,140
| Closed | -$244K | – | 138 |
|
|
2023
Q4 | $244K | Buy |
+8,140
| New | +$244K | 0.14% | 103 |
|
|
2021
Q1 | – | Sell |
-4,638
| Closed | -$220K | – | 134 |
|
|
2020
Q4 | $220K | Buy |
+4,638
| New | +$220K | 0.15% | 121 |
|
|
2019
Q3 | – | Sell |
-1,578
| Closed | -$80K | – | 391 |
|
|
2019
Q2 | $80K | Hold |
1,578
| – | – | 0.06% | 222 |
|
|
2019
Q1 | $82K | Sell |
1,578
-191
| -11% | -$9.93K | 0.06% | 223 |
|
|
2018
Q4 | $82K | Hold |
1,769
| – | – | 0.13% | 195 |
|
|
2018
Q3 | $110K | Sell |
1,769
-97
| -5% | -$6.03K | 0.07% | 197 |
|
|
2018
Q2 | $107K | Buy |
+1,866
| New | +$107K | 0.08% | 190 |
|