Lucia Wealth Services’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,811
Closed -$84K 198
2018
Q4
$84K Sell
1,811
-2,784
-61% -$129K 0.04% 134
2018
Q3
$287K Sell
4,595
-259
-5% -$16.2K 0.09% 118
2018
Q2
$247K Buy
4,854
+898
+23% +$45.7K 0.11% 115
2018
Q1
$227K Buy
+3,956
New +$227K 0.07% 104