IWA
IVC Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,830
| Closed | -$351K | – | 141 |
|
|
2021
Q3 | $351K | Sell |
6,830
-2,500
| -27% | -$128K | 0.24% | 96 |
|
|
2021
Q2 | $495K | Buy |
9,330
+255
| +3% | +$13.5K | 0.35% | 76 |
|
|
2021
Q1 | $554K | Sell |
9,075
-1,835
| -17% | -$112K | 0.44% | 67 |
|
|
2020
Q4 | $509K | Buy |
+10,910
| New | +$509K | 0.49% | 59 |
|