Lucus Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,616
| Closed | -$409K | – | 223 |
|
|
2017
Q1 | $409K | Buy |
+7,616
| New | +$409K | 0.38% | 119 |
|
|
2015
Q3 | – | Sell |
-14,169
| Closed | -$469K | – | 353 |
|
|
2015
Q2 | $469K | Buy |
+14,169
| New | +$469K | 0.22% | 268 |
|
|
2015
Q1 | – | Sell |
-11,494
| Closed | -$486K | – | 344 |
|
|
2014
Q4 | $486K | Buy |
+11,494
| New | +$486K | 0.22% | 89 |
|