Icon Wealth Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,798
| Closed | -$335K | – | 297 |
|
|
2020
Q2 | $335K | Buy |
+9,798
| New | +$335K | 0.08% | 175 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$16K | – | 518 |
|
|
2019
Q1 | $16K | Buy |
+300
| New | +$16K | 0.01% | 601 |
|
|
2018
Q3 | – | Sell |
-792
| Closed | -$40K | – | 537 |
|
|
2018
Q2 | $40K | Buy |
+792
| New | +$40K | 0.02% | 433 |
|
|
2018
Q1 | – | Sell |
-767
| Closed | -$50K | – | 534 |
|
|
2017
Q4 | $50K | Buy |
+767
| New | +$50K | 0.02% | 415 |
|