Edge Capital Group’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,052
| Closed | -$208K | – | 287 |
|
|
2021
Q3 | $208K | Hold |
4,052
| – | – | 0.02% | 262 |
|
|
2021
Q2 | $215K | Sell |
4,052
-670
| -14% | -$35.6K | 0.02% | 255 |
|
|
2021
Q1 | $288K | Hold |
4,722
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $220K | Sell |
4,722
-3,235
| -41% | -$151K | 0.02% | 242 |
|
|
2020
Q3 | $298K | Buy |
7,957
+670
| +9% | +$25.1K | 0.03% | 194 |
|
|
2020
Q2 | $249K | Buy |
+7,287
| New | +$249K | 0.03% | 192 |
|