Geneva Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,375
| Closed | -$231K | – | 727 |
|
|
2015
Q4 | $231K | Buy |
+5,375
| New | +$231K | ﹤0.01% | 550 |
|
|
2015
Q3 | – | Sell |
-9,933
| Closed | -$329K | – | 672 |
|
|
2015
Q2 | $329K | Buy |
9,933
+3,317
| +50% | +$110K | 0.01% | 508 |
|
|
2015
Q1 | $293K | Buy |
+6,616
| New | +$293K | 0.01% | 517 |
|