Jackson Grant Investment Advisers’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-172
| Closed | -$5K | – | 328 |
|
|
2022
Q3 | $5K | Sell |
172
-58
| -25% | -$1.69K | ﹤0.01% | 322 |
|
|
2022
Q2 | $8K | Buy |
230
+58
| +34% | +$2.02K | ﹤0.01% | 318 |
|
|
2022
Q1 | $8K | Buy |
+172
| New | +$8K | ﹤0.01% | 331 |
|
|
2021
Q4 | – | Sell |
-172
| Closed | -$9K | – | 290 |
|
|
2021
Q3 | $9K | Sell |
172
-170
| -50% | -$8.9K | ﹤0.01% | 329 |
|
|
2021
Q2 | $18K | Hold |
342
| – | – | 0.01% | 308 |
|
|
2021
Q1 | $21K | Buy |
+342
| New | +$21K | 0.01% | 283 |
|