Concert Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-21,178
| Closed | -$1.05M | – | 312 |
|
|
2017
Q1 | $1.05M | Buy |
21,178
+2,064
| +11% | +$102K | 0.24% | 122 |
|
|
2016
Q4 | $946K | Buy |
19,114
+3,015
| +19% | +$149K | 0.21% | 136 |
|
|
2016
Q3 | $632K | Buy |
16,099
+592
| +4% | +$23.2K | 0.08% | 327 |
|
|
2016
Q2 | $614K | Sell |
15,507
-689
| -4% | -$27.3K | 0.08% | 303 |
|
|
2016
Q1 | $723K | Buy |
16,196
+939
| +6% | +$41.9K | 0.1% | 263 |
|
|
2015
Q4 | $655K | Buy |
+15,257
| New | +$655K | 0.09% | 298 |
|