EWS
Evergreen Wealth Solutions’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,004
| Closed | -$380K | – | 129 |
|
|
2024
Q1 | $380K | Sell |
13,004
-1,720
| -12% | -$50.2K | 0.28% | 73 |
|
|
2023
Q4 | $425K | Sell |
14,724
-475
| -3% | -$13.7K | 0.36% | 72 |
|
|
2023
Q3 | $411K | Sell |
15,199
-254
| -2% | -$6.88K | 0.42% | 68 |
|
|
2023
Q2 | $560K | Buy |
15,453
+1,141
| +8% | +$41.3K | 0.56% | 55 |
|
|
2023
Q1 | $466K | Sell |
14,312
-492
| -3% | -$16K | 0.54% | 61 |
|
|
2022
Q4 | $498K | Buy |
14,804
+520
| +4% | +$17.5K | 0.66% | 48 |
|
|
2022
Q3 | $441K | Buy |
14,284
+1,591
| +13% | +$49.1K | 0.63% | 51 |
|
|
2022
Q2 | $458K | Buy |
+12,693
| New | +$458K | 0.56% | 55 |
|