Integrated Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,104
| Closed | -$43K | – | 696 |
|
|
2016
Q3 | $43K | Buy |
+1,104
| New | +$43K | 0.02% | 437 |
|
|
2016
Q1 | – | Sell |
-159
| Closed | -$7K | – | 1261 |
|
|
2015
Q4 | $7K | Buy |
+159
| New | +$7K | ﹤0.01% | 861 |
|
|
2015
Q3 | – | Sell |
-47
| Closed | -$2K | – | 1346 |
|
|
2015
Q2 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1146 |
|