MSWM
Mader & Shannon Wealth Management’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-101,356
| Closed | -$4.49M | – | 18 |
|
|
2015
Q1 | $4.49M | Sell |
101,356
-43,715
| -30% | -$1.94M | 3.01% | 18 |
|
|
2014
Q4 | $6.14M | Sell |
145,071
-19,050
| -12% | -$806K | 4.14% | 7 |
|
|
2014
Q3 | $5.54M | Sell |
164,121
-1,329
| -0.8% | -$44.9K | 10.8% | 3 |
|
|
2014
Q2 | $4.44M | Buy |
+165,450
| New | +$4.44M | 3.42% | 10 |
|