MCWS
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McKinley Carter Wealth Services’s Southwest Airlines LUV Stock Holding History

McKinley Carter Wealth Services’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-617
Closed -$35K – 287
2018
Q1 		$35K Buy
+617
New +$37.1K 0.01% 292

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McKinley Carter Wealth Services's LUV Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Southwest Airlines (LUV) in Q2 2018, closing a stake of 617 shares — an estimated $35K sold.

McKinley Carter Wealth Services first reported a position in LUV in Q1 2018 and held it in 1 quarter. The position peaked at $35K in Q1 2018. 868 funds tracked by Wall St. Rank hold LUV as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Southwest Airlines position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 617 Southwest Airlines shares in Q2 2018, an estimated $35K.
  • McKinley Carter Wealth Services first reported a position in Southwest Airlines in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Southwest Airlines position peaked at $35K in Q1 2018.
  • 868 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.