IWA
IBEX Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-40,294
| Closed | -$2.19M | – | 100 |
|
|
2018
Q2 | $2.19M | Hold |
40,294
| – | – | 0.88% | 53 |
|
|
2018
Q1 | $2.19M | Buy |
40,294
+4,546
| +13% | +$247K | 0.89% | 52 |
|
|
2017
Q4 | $2.29M | Buy |
35,748
+779
| +2% | +$49.8K | 1.01% | 41 |
|
|
2017
Q3 | $2.02M | Buy |
34,969
+499
| +1% | +$28.8K | 0.75% | 55 |
|
|
2017
Q2 | $2.18M | Buy |
34,470
+7,303
| +27% | +$461K | 0.86% | 47 |
|
|
2017
Q1 | $1.45M | Buy |
27,167
+871
| +3% | +$46.5K | 0.89% | 45 |
|
|
2016
Q4 | $1.34M | Buy |
26,296
+2,904
| +12% | +$148K | 0.64% | 56 |
|
|
2016
Q3 | $910K | Buy |
+23,392
| New | +$910K | 0.5% | 67 |
|