Harel Insurance Investments & Financial Services’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-24,139
| Closed | -$3.62M | – | 821 |
|
|
2020
Q4 | $3.62M | Buy |
24,139
+8,739
| +57% | +$1.31M | 0.09% | 113 |
|
|
2020
Q3 | $578K | Buy |
15,400
+3,649
| +31% | +$137K | 0.02% | 180 |
|
|
2020
Q2 | $402K | Buy |
+11,751
| New | +$402K | 0.01% | 151 |
|
|
2018
Q3 | – | Sell |
-3,300
| Closed | -$168K | – | 503 |
|
|
2018
Q2 | $168K | Sell |
3,300
-5,350
| -62% | -$272K | 0.01% | 199 |
|
|
2018
Q1 | $495K | Sell |
8,650
-1,440
| -14% | -$82.4K | 0.03% | 147 |
|
|
2017
Q4 | $660K | Hold |
10,090
| – | – | 0.04% | 108 |
|
|
2017
Q3 | $565K | Buy |
10,090
+2,520
| +33% | +$141K | 0.05% | 86 |
|
|
2017
Q2 | $470K | Buy |
7,570
+1,000
| +15% | +$62.1K | 0.04% | 107 |
|
|
2017
Q1 | $360K | Buy |
+6,570
| New | +$360K | 0.03% | 112 |
|