Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $25K | Buy |
749
+3
| +0.4% | +$100 | 0.01% | 328 |
|
2020
Q1 | $26K | Buy |
746
+219
| +42% | +$7.63K | 0.01% | 305 |
|
2019
Q4 | $29K | Hold |
527
| – | – | 0.01% | 321 |
|
2019
Q3 | $28K | Hold |
527
| – | – | 0.01% | 318 |
|
2019
Q2 | $26K | Hold |
527
| – | – | 0.01% | 316 |
|
2019
Q1 | $27K | Hold |
527
| – | – | 0.01% | 305 |
|
2018
Q4 | $25K | Hold |
527
| – | – | 0.01% | 266 |
|
2018
Q3 | $33K | Hold |
527
| – | – | 0.01% | 260 |
|
2018
Q2 | $27K | Hold |
527
| – | – | 0.01% | 256 |
|
2018
Q1 | $30K | Buy |
527
+341
| +183% | +$19.4K | 0.01% | 253 |
|
2017
Q4 | $12K | Hold |
186
| – | – | ﹤0.01% | 368 |
|
2017
Q3 | $10K | Buy |
+186
| New | +$10K | ﹤0.01% | 397 |
|