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 |
|