HCR Wealth Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,369
| Closed | -$247K | – | 166 |
|
|
2018
Q3 | $247K | Sell |
4,369
-700
| -14% | -$39.6K | 0.08% | 133 |
|
|
2018
Q2 | $254K | Hold |
5,069
| – | – | 0.08% | 143 |
|
|
2018
Q1 | $286K | Hold |
5,069
| – | – | 0.1% | 137 |
|
|
2017
Q4 | $327K | Sell |
5,069
-1,006
| -17% | -$64.9K | 0.11% | 130 |
|
|
2017
Q3 | $340K | Sell |
6,075
-289
| -5% | -$16.2K | 0.14% | 117 |
|
|
2017
Q2 | $391K | Hold |
6,364
| – | – | 0.19% | 92 |
|
|
2017
Q1 | $338K | Sell |
6,364
-455
| -7% | -$24.2K | 0.17% | 108 |
|
|
2016
Q4 | $336K | Buy |
+6,819
| New | +$336K | 0.18% | 102 |
|