First Personal Financial Services’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-26
| Closed | -$1K | – | 430 |
|
|
2019
Q4 | $1K | Sell |
26
-281
| -92% | -$10.8K | ﹤0.01% | 457 |
|
|
2019
Q3 | $17K | Hold |
307
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $16K | Buy |
307
+26
| +9% | +$1.36K | ﹤0.01% | 431 |
|
|
2019
Q1 | $15K | Sell |
281
-16
| -5% | -$854 | ﹤0.01% | 441 |
|
|
2018
Q4 | $14K | Buy |
297
+3
| +1% | +$141 | ﹤0.01% | 428 |
|
|
2018
Q3 | $18K | Buy |
294
+152
| +107% | +$9.31K | 0.01% | 422 |
|
|
2018
Q2 | $7K | Sell |
142
-261
| -65% | -$12.9K | ﹤0.01% | 540 |
|
|
2018
Q1 | $23K | Buy |
403
+16
| +4% | +$913 | 0.01% | 603 |
|
|
2017
Q4 | $25K | Sell |
387
-373
| -49% | -$24.1K | ﹤0.01% | 612 |
|
|
2017
Q3 | $43K | Buy |
760
+176
| +30% | +$9.96K | 0.01% | 452 |
|
|
2017
Q2 | $36K | Buy |
584
+213
| +57% | +$13.1K | 0.01% | 475 |
|
|
2017
Q1 | $20K | Buy |
371
+110
| +42% | +$5.93K | ﹤0.01% | 565 |
|
|
2016
Q4 | $13K | Buy |
261
+150
| +135% | +$7.47K | ﹤0.01% | 643 |
|
|
2016
Q3 | $4K | Sell |
111
-470
| -81% | -$16.9K | ﹤0.01% | 717 |
|
|
2016
Q2 | $23K | Buy |
+581
| New | +$23K | 0.01% | 400 |
|