Fulcrum Equity Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,471
| Closed | -$234K | – | 88 |
|
|
2022
Q2 | $234K | Hold |
6,471
| – | – | 0.19% | 62 |
|
|
2022
Q1 | $296K | Hold |
6,471
| – | – | 0.18% | 82 |
|
|
2021
Q4 | $277K | Hold |
6,471
| – | – | 0.1% | 142 |
|
|
2021
Q3 | $333K | Sell |
6,471
-68
| -1% | -$3.5K | 0.13% | 121 |
|
|
2021
Q2 | $347K | Sell |
6,539
-68
| -1% | -$3.61K | 0.13% | 125 |
|
|
2021
Q1 | $403K | Hold |
6,607
| – | – | 0.16% | 119 |
|
|
2020
Q4 | $308K | Buy |
+6,607
| New | +$308K | 0.12% | 125 |
|