FWM
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ForthRight Wealth Management’s Southwest Airlines LUV Stock Holding History

ForthRight Wealth Management’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
2021
Q1 		– Sell
-147
Closed -$7K – 121
2020
Q4 		$7K Buy
+147
New +$6.37K 0.01% 140

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ForthRight Wealth Management's LUV Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 147 shares — an estimated $7K sold.

ForthRight Wealth Management first reported a position in LUV in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 147 Southwest Airlines shares in Q1 2021, an estimated $7K.
  • ForthRight Wealth Management first reported a position in Southwest Airlines in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Southwest Airlines position peaked at $7K in Q4 2020.
  • 1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.