Hamel Associates’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 |
-57,525
| Closed | -$3.11M | – | 78 |
|
|
2019
Q4 | $3.11M | Buy |
57,525
+1,725
| +3% | +$93.1K | 1.28% | 30 |
|
|
2019
Q3 | $3.01M | Buy |
55,800
+500
| +0.9% | +$27K | 1.29% | 30 |
|
|
2019
Q2 | $2.81M | Buy |
55,300
+5,350
| +11% | +$272K | 1.23% | 30 |
|
|
2019
Q1 | $2.59M | Buy |
49,950
+5,500
| +12% | +$285K | 1.16% | 32 |
|
|
2018
Q4 | $2.07M | Sell |
44,450
-75
| -0.2% | -$3.49K | 1.03% | 34 |
|
|
2018
Q3 | $2.78M | Buy |
44,525
+19,900
| +81% | +$1.24M | 1.2% | 31 |
|
|
2018
Q2 | $1.25M | Buy |
+24,625
| New | +$1.25M | 0.58% | 53 |
|