Heritage Wealth Management (Arizona)’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $65.3K | Buy |
1,940
+970
| +100% | +$32.7K | 0.01% | 468 |
|
|
2022
Q3 | $30K | Hold |
970
| – | – | 0.01% | 470 |
|
|
2022
Q2 | $35K | Sell |
970
-33
| -3% | -$1.19K | 0.01% | 472 |
|
|
2022
Q1 | $46K | Buy |
+1,003
| New | +$46K | 0.01% | 487 |
|
|
2021
Q3 | $44K | Hold |
853
| – | – | 0.02% | 463 |
|
|
2021
Q2 | $45K | Buy |
+853
| New | +$45K | 0.02% | 468 |
|