LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$6K | – | 594 |
|
|
2022
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 564 |
|
|
2022
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 615 |
|
|
2021
Q3 | – | Sell |
-73
| Closed | -$4K | – | 861 |
|
|
2021
Q2 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 768 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$2K | – | 712 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 664 |
|
|
2019
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 645 |
|
|
2017
Q4 | – | Sell |
-4
| Closed | – | – | 821 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 858 |
|
|
2013
Q4 | – | Sell |
-150
| Closed | -$1K | – | 604 |
|
|
2013
Q3 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 550 |
|