CPA
Clear Perspective Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,172
| Closed | -$60K | – | 139 |
|
|
2019
Q3 | $60K | Hold |
1,172
| – | – | 0.03% | 144 |
|
|
2019
Q2 | $60K | Buy |
+1,172
| New | +$60K | 0.04% | 173 |
|
|
2018
Q3 | – | Sell |
-1,180
| Closed | -$60K | – | 314 |
|
|
2018
Q2 | $60K | Hold |
1,180
| – | – | 0.04% | 233 |
|
|
2018
Q1 | $68K | Hold |
1,180
| – | – | 0.05% | 219 |
|
|
2017
Q4 | $77K | Hold |
1,180
| – | – | 0.06% | 207 |
|
|
2017
Q3 | $66K | Buy |
1,180
+286
| +32% | +$16K | 0.05% | 212 |
|
|
2017
Q2 | $56K | Buy |
+894
| New | +$56K | 0.05% | 210 |
|