Clearview Wealth Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-152
| Closed | -$5.5K | – | 404 |
|
2023
Q2 | $5.5K | Hold |
152
| – | – | 0.01% | 419 |
|
2023
Q1 | $4.95K | Sell |
152
-50
| -25% | -$1.63K | 0.01% | 430 |
|
2022
Q4 | $6.8K | Sell |
202
-250
| -55% | -$8.42K | 0.01% | 366 |
|
2022
Q3 | $14K | Hold |
452
| – | – | 0.01% | 299 |
|
2022
Q2 | $16K | Sell |
452
-70
| -13% | -$2.48K | 0.01% | 303 |
|
2022
Q1 | $24K | Buy |
522
+100
| +24% | +$4.6K | 0.02% | 276 |
|
2021
Q4 | $18K | Buy |
422
+100
| +31% | +$4.27K | 0.01% | 345 |
|
2021
Q3 | $17K | Hold |
322
| – | – | 0.01% | 360 |
|
2021
Q2 | $17K | Hold |
322
| – | – | 0.01% | 360 |
|
2021
Q1 | $20K | Buy |
322
+71
| +28% | +$4.41K | 0.01% | 329 |
|
2020
Q4 | $12K | Buy |
+251
| New | +$12K | 0.01% | 353 |
|