MAWCM
Mine & Arao Wealth Creation & Management’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,014
| Closed | -$58.8K | – | 243 |
|
|
2024
Q1 | $58.8K | Sell |
2,014
-1,338
| -40% | -$39.1K | 0.03% | 137 |
|
|
2023
Q4 | $96.8K | Buy |
3,352
+1,234
| +58% | +$35.6K | 0.05% | 108 |
|
|
2023
Q3 | $57.3K | Sell |
2,118
-367
| -15% | -$9.93K | 0.03% | 129 |
|
|
2023
Q2 | $90K | Sell |
2,485
-350
| -12% | -$12.7K | 0.05% | 109 |
|
|
2023
Q1 | $92.3K | Sell |
2,835
-160
| -5% | -$5.21K | 0.06% | 106 |
|
|
2022
Q4 | $101K | Sell |
2,995
-800
| -21% | -$26.9K | 0.07% | 100 |
|
|
2022
Q3 | $117K | Buy |
3,795
+812
| +27% | +$25K | 0.09% | 83 |
|
|
2022
Q2 | $108K | Buy |
2,983
+483
| +19% | +$17.5K | 0.08% | 101 |
|
|
2022
Q1 | $115K | Hold |
2,500
| – | – | 0.07% | 102 |
|
|
2021
Q4 | $107K | Hold |
2,500
| – | – | 0.06% | 106 |
|
|
2021
Q3 | $129K | Buy |
+2,500
| New | +$129K | 0.08% | 89 |
|
|
2020
Q2 | – | Sell |
-582
| Closed | -$21K | – | 237 |
|
|
2020
Q1 | $21K | Buy |
+582
| New | +$21K | 0.02% | 144 |
|