Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,203
| Closed | -$238K | – | 506 |
|
|
2022
Q1 | $238K | Buy |
5,203
+23
| +0.4% | +$1.05K | 0.01% | 445 |
|
|
2021
Q4 | $222K | Buy |
5,180
+576
| +13% | +$24.7K | 0.01% | 472 |
|
|
2021
Q3 | $237K | Sell |
4,604
-1,556
| -25% | -$80.1K | 0.01% | 436 |
|
|
2021
Q2 | $327K | Sell |
6,160
-951
| -13% | -$50.5K | 0.02% | 368 |
|
|
2021
Q1 | $434K | Buy |
7,111
+1,510
| +27% | +$92.2K | 0.03% | 283 |
|
|
2020
Q4 | $261K | Buy |
+5,601
| New | +$261K | 0.02% | 353 |
|