MPS Loria Financial Planners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,205
| Closed | -$134K | – | 379 |
|
|
2021
Q1 | $134K | Hold |
2,205
| – | – | 0.06% | 100 |
|
|
2020
Q4 | $99K | Buy |
2,205
+551
| +33% | +$24.7K | 0.04% | 116 |
|
|
2020
Q3 | $62K | Hold |
1,654
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $57K | Buy |
+1,654
| New | +$57K | 0.03% | 136 |
|
|
2017
Q3 | – | Sell |
-201
| Closed | -$11K | – | 229 |
|
|
2017
Q2 | $11K | Buy |
+201
| New | +$11K | 0.01% | 290 |
|