Newfound Research’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21
| Closed | -$1K | – | 135 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 68 |
|
|
2019
Q4 | $1K | Sell |
21
-7
| -25% | -$333 | ﹤0.01% | 117 |
|
|
2019
Q3 | $1K | Buy |
28
+3
| +12% | +$107 | ﹤0.01% | 128 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 129 |
|
|
2019
Q1 | $1K | Buy |
25
+1
| +4% | +$40 | ﹤0.01% | 126 |
|
|
2018
Q4 | $1K | Buy |
24
+2
| +9% | +$83 | ﹤0.01% | 111 |
|
|
2018
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 153 |
|
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 142 |
|
|
2018
Q1 | $1K | Buy |
22
+6
| +38% | +$273 | ﹤0.01% | 138 |
|
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 150 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 146 |
|
|
2017
Q2 | $1K | Buy |
16
+1
| +7% | +$63 | ﹤0.01% | 143 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 140 |
|
|
2016
Q4 | $1K | Buy |
15
+1
| +7% | +$67 | ﹤0.01% | 117 |
|
|
2016
Q3 | $1K | Buy |
14
+4
| +40% | +$286 | ﹤0.01% | 128 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 164 |
|