Holistic Financial Partners’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-206
Closed -$12K 230
2018
Q1
$12K Sell
206
-100
-33% -$5.83K 0.01% 308
2017
Q4
$20K Buy
+306
New +$20K 0.02% 280