Lee Capital Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$655K | – | 83 |
|
|
2017
Q4 | $655K | Hold |
10,000
| – | – | 0.56% | 58 |
|
|
2017
Q3 | $560K | Hold |
10,000
| – | – | 0.45% | 70 |
|
|
2017
Q2 | $621K | Hold |
10,000
| – | – | 0.55% | 62 |
|
|
2017
Q1 | $538K | Hold |
10,000
| – | – | 0.48% | 68 |
|
|
2016
Q4 | $498K | Buy |
+10,000
| New | +$498K | 0.47% | 72 |
|