MinichMacGregor Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,265
| Closed | -$78K | – | 326 |
|
|
2018
Q3 | $78K | Sell |
1,265
-1,265
| -50% | -$78K | 0.05% | 96 |
|
|
2018
Q2 | $130K | Hold |
2,530
| – | – | 0.09% | 61 |
|
|
2018
Q1 | $144K | Sell |
2,530
-104
| -4% | -$5.92K | 0.11% | 50 |
|
|
2017
Q4 | $172K | Hold |
2,634
| – | – | 0.13% | 47 |
|
|
2017
Q3 | $147K | Sell |
2,634
-356
| -12% | -$19.9K | 0.12% | 48 |
|
|
2017
Q2 | $185K | Hold |
2,990
| – | – | 0.16% | 39 |
|
|
2017
Q1 | $160K | Buy |
2,990
+357
| +14% | +$19.1K | 0.14% | 42 |
|
|
2016
Q4 | $131K | Hold |
2,633
| – | – | 0.12% | 49 |
|
|
2016
Q3 | $102K | Hold |
2,633
| – | – | 0.1% | 61 |
|
|
2016
Q2 | $103K | Hold |
2,633
| – | – | 0.1% | 62 |
|
|
2016
Q1 | $117K | Sell |
2,633
-117
| -4% | -$5.2K | 0.11% | 53 |
|
|
2015
Q4 | $101K | Buy |
+2,750
| New | +$101K | 0.09% | 63 |
|