Edge 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
2021
Q4
Sell
-450
Closed -$23K 533
2021
Q3
$23K Hold
450
﹤0.01% 252
2021
Q2
$24K Buy
+450
New +$24K ﹤0.01% 257
2020
Q3
Sell
-250
Closed -$9K 541
2020
Q2
$9K Hold
250
﹤0.01% 475
2020
Q1
$9K Buy
+250
New +$9K ﹤0.01% 408
2019
Q4
Sell
-250
Closed -$13K 621
2019
Q3
$13K Hold
250
﹤0.01% 378
2019
Q2
$13K Hold
250
﹤0.01% 386
2019
Q1
$13K Hold
250
﹤0.01% 370
2018
Q4
$12K Hold
250
﹤0.01% 381
2018
Q3
$16K Sell
250
-3,000
-92% -$192K ﹤0.01% 385
2018
Q2
$165K Buy
3,250
+3,000
+1,200% +$152K 0.04% 156
2018
Q1
$14K Hold
250
﹤0.01% 338
2017
Q4
$16K Hold
250
﹤0.01% 331
2017
Q3
$14K Hold
250
﹤0.01% 333
2017
Q2
$16K Hold
250
0.01% 323
2017
Q1
$13K Hold
250
﹤0.01% 320
2016
Q4
$12K Hold
250
﹤0.01% 318
2016
Q3
$10K Hold
250
﹤0.01% 330
2016
Q2
$10K Hold
250
﹤0.01% 310
2016
Q1
$11K Hold
250
0.01% 279
2015
Q4
$11K Hold
250
﹤0.01% 284
2015
Q3
$9K Hold
250
﹤0.01% 297
2015
Q2
$8K Hold
250
﹤0.01% 313
2015
Q1
$11K Buy
+250
New +$11K ﹤0.01% 298