Mid Atlantic Financial Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,519
| Closed | -$244K | – | 730 |
|
|
2019
Q4 | $244K | Buy |
4,519
+404
| +10% | +$21.8K | 0.02% | 586 |
|
|
2019
Q3 | $222K | Sell |
4,115
-2,907
| -41% | -$157K | 0.02% | 593 |
|
|
2019
Q2 | $357K | Buy |
7,022
+2,365
| +51% | +$120K | 0.04% | 470 |
|
|
2019
Q1 | $242K | Sell |
4,657
-1,432
| -24% | -$74.4K | 0.03% | 574 |
|
|
2018
Q4 | $283K | Buy |
+6,089
| New | +$283K | 0.04% | 482 |
|