Gould Asset Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,351
| Closed | -$205K | – | 156 |
|
|
2021
Q1 | $205K | Buy |
+3,351
| New | +$205K | 0.06% | 145 |
|
|
2020
Q1 | – | Sell |
-4,663
| Closed | -$252K | – | 140 |
|
|
2019
Q4 | $252K | Buy |
4,663
+266
| +6% | +$14.4K | 0.08% | 121 |
|
|
2019
Q3 | $237K | Buy |
4,397
+112
| +3% | +$6.04K | 0.08% | 124 |
|
|
2019
Q2 | $218K | Hold |
4,285
| – | – | 0.08% | 132 |
|
|
2019
Q1 | $222K | Buy |
+4,285
| New | +$222K | 0.08% | 125 |
|
|
2018
Q4 | – | Sell |
-4,285
| Closed | -$268K | – | 144 |
|
|
2018
Q3 | $268K | Buy |
+4,285
| New | +$268K | 0.11% | 112 |
|