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Engrave Wealth Partners’s Southwest Airlines LUV Stock Holding History

Engrave Wealth Partners’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,887
Closed -$64K – 268
2020
Q2 		$64K Hold
1,887
– – 0.06% 95
2020
Q1 		$67K Sell
1,887
-25
-1% -$1.24K 0.08% 76
2019
Q4 		$103K Buy
+1,912
New +$106K 0.1% 78

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Engrave Wealth Partners's LUV Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 1,887 shares — an estimated $64K sold.

Engrave Wealth Partners first reported a position in LUV in Q4 2019 and held it in 3 quarters. The position peaked at $103K in Q4 2019. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,887 Southwest Airlines shares in Q3 2020, an estimated $64K.
  • Engrave Wealth Partners first reported a position in Southwest Airlines in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Southwest Airlines position peaked at $103K in Q4 2019.
  • 880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.